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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 | $131,082 | $65,453+100.3% | $86,698+51.2% | $66,938+95.8% |
| Participation rate | 77.5% | 75.5%+2.0pp | 76.6%+0.9pp | 69.8%+7.6pp |
| Annual return | 31.64% | -10.89%+42.5pp | 35.95%-4.3pp | 1.58%+30.1pp |
| Employer contribution / active EE | $0 | $2,154-100.0% | $2,837-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $642-99.9% | $7,493-100.0% | $594-99.9% |