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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,709 | $77,638-42.4% | $156,551-71.4% | $62,881-28.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.75% | 50.33%-42.6pp | 32.23%-24.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $6,425 | $3,444+86.6% | $5,501+16.8% | $2,281+181.7% |
| Participant deferral / active EE | $13,003 | $3,046+327.0% | $4,871+166.9% | $3,203+306.0% |
| Admin fee / account holder | $64 | $5,561-98.8% | $13,028-99.5% | $4,296-98.5% |