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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 | $20,798 | $40,275-48.4% | $57,356-63.7% | $59,633-65.1% |
| Participation rate | 99.0% | 69.1%+29.8pp | 75.1%+23.9pp | 68.7%+30.3pp |
| Annual return | 2.09% | 27.52%-25.4pp | 24.41%-22.3pp | 2041.45%-2039.4pp |
| Employer contribution / active EE | $1,408 | $1,921-26.7% | $2,689-47.6% | $2,203-36.1% |
| Participant deferral / active EE | $1,898 | $2,400-20.9% | $3,162-40.0% | $3,192-40.5% |
| Admin fee / account holder | $20 | $2,820-99.3% | $3,357-99.4% | $4,297-99.5% |