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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,315 | $84,236-68.8% | $170,435-84.6% | $70,126-62.5% |
| Participation rate | 92.7% | 70.8%+21.9pp | 83.6%+9.1pp | 69.5%+23.2pp |
| Annual return | 8.95% | 23.06%-14.1pp | 205.94%-197.0pp | 73.15%-64.2pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |