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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 | $159,934-68.4% | $147,005-65.6% | $145,959-65.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.49% | 98.24%-88.8pp | 418.76%-409.3pp | 561.95%-552.5pp |
| Employer contribution / active EE | $20,002 | $5,287+278.3% | $4,934+305.4% | $4,661+329.2% |
| Participant deferral / active EE | $44,556 | $8,427+428.7% | $8,070+452.1% | $6,689+566.2% |
| Admin fee / account holder | $11 | $15,053-99.9% | $13,006-99.9% | $13,398-99.9% |