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Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,369 | $60,139-47.8% | $90,461-65.3% | $79,856-60.7% |
| Participation rate | 88.0% | 65.0%+23.0pp | 72.7%+15.3pp | 69.6%+18.4pp |
| Annual return | 4.93% | 71.96%-67.0pp | 1294.76%-1289.8pp | 31.71%-26.8pp |
| Employer contribution / active EE | $1,569 | $2,069-24.2% | $3,264-51.9% | $2,471-36.5% |
| Participant deferral / active EE | $3,997 | $2,939+36.0% | $3,964+0.8% | $3,741+6.9% |
| Admin fee / account holder | $212 | $3,978-94.7% | $5,617-96.2% | $5,306-96.0% |