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Annual investment return is in the bottom quintile of the peer cohort.
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 | $161,053 | $65,322+146.6% | $70,494+128.5% | $73,497+119.1% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 4.22% | 15.71%-11.5pp | 109.16%-104.9pp | 28.51%-24.3pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,738-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $0 | $3,375-100.0% | $3,711-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $214-100.0% | $3,848-100.0% | $513-100.0% |