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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 | $28,633 | $64,909-55.9% | $82,312-65.2% | $62,293-54.0% |
| Participation rate | 99.3% | 74.9%+24.4pp | 76.9%+22.4pp | 69.5%+29.8pp |
| Annual return | 3.18% | 21.18%-18.0pp | 25.88%-22.7pp | 28.90%-25.7pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $440-100.0% | $5,608-100.0% | $479-100.0% |