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Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $133,308-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 11.8%-11.8pp | 2.9%-2.9pp |
| Annual return | 1.37% | 8.39%-7.0pp | 7.44%-6.1pp | 8.39%-7.0pp |
| Employer contribution / active EE | $0 | $18,340-100.0% | $30,790-100.0% | $18,340-100.0% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $640-100.0% | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $16,084-100.0% | $200-100.0% |