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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 | $160,028-68.4% | $147,080-65.7% | $145,884-65.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.49% | 98.60%-89.1pp | 420.17%-410.7pp | 551.85%-542.4pp |
| Employer contribution / active EE | $20,002 | $5,286+278.4% | $4,933+305.4% | $4,662+329.0% |
| Participant deferral / active EE | $44,556 | $8,422+429.0% | $8,066+452.4% | $6,690+566.0% |
| Admin fee / account holder | $11 | $15,030-99.9% | $12,989-99.9% | $13,392-99.9% |