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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,393 | $50,919-40.3% | $155,556-80.5% | $77,762-60.9% |
| Participation rate | 98.5% | 63.1%+35.5pp | 78.2%+20.3pp | 70.6%+28.0pp |
| Annual return | 10.87% | 34.84%-24.0pp | 64.84%-54.0pp | 31.27%-20.4pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $5,631-100.0% | $4,651-100.0% |
| Admin fee / account holder | $9 | $437-98.0% | $15,885-99.9% | $433-98.0% |