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Employer contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,858 | $58,600-13.2% | $83,327-39.0% | $64,173-20.7% |
| Participation rate | 83.7% | 72.0%+11.7pp | 77.8%+6.0pp | 69.6%+14.2pp |
| Annual return | 14.30% | 9.66%+4.6pp | 10.64%+3.7pp | 7.63%+6.7pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $4,656-100.0% | $5,565-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $9,282-100.0% | $7,540-100.0% | $4,887-100.0% |