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Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,518 | $160,070-68.4% | $147,117-65.7% | $145,897-65.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.49% | 98.69%-89.2pp | 420.54%-411.1pp | 552.29%-542.8pp |
| Employer contribution / active EE | $20,002 | $5,285+278.5% | $4,932+305.5% | $4,663+329.0% |
| Participant deferral / active EE | $44,556 | $8,419+429.2% | $8,065+452.5% | $6,689+566.1% |
| Admin fee / account holder | $11 | $15,035-99.9% | $12,993-99.9% | $13,390-99.9% |