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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 | $32,047 | $162,136-80.2% | $152,301-79.0% | $154,746-79.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 9.15% | 91.02%-81.9pp | 80.50%-71.4pp | 172.34%-163.2pp |
| Employer contribution / active EE | $2,435 | $4,890-50.2% | $4,624-47.4% | $4,379-44.4% |
| Participant deferral / active EE | $5,785 | $8,341-30.6% | $8,004-27.7% | $6,730-14.0% |
| Admin fee / account holder | $83 | $15,759-99.5% | $14,398-99.4% | $14,365-99.4% |