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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 | $67,288 | $63,861+5.4% | $104,639-35.7% | $79,856-15.7% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 19.10% | 21.30%-2.2pp | 340.67%-321.6pp | 31.71%-12.6pp |
| Employer contribution / active EE | $1,737 | $1,588+9.4% | $2,682-35.2% | $2,471-29.7% |
| Participant deferral / active EE | $2,486 | $2,693-7.7% | $3,738-33.5% | $3,741-33.5% |
| Admin fee / account holder | $0 | $4,185-100.0% | $6,465-100.0% | $5,306-100.0% |