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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 | $161,473 | $93,010+73.6% | $96,515+67.3% | $74,460+116.9% |
| Participation rate | 99.4% | 71.6%+27.8pp | 74.3%+25.0pp | 70.7%+28.6pp |
| Annual return | 2.38% | 37.50%-35.1pp | 35.73%-33.3pp | 34.38%-32.0pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $3,740-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $633-100.0% | $6,735-100.0% | $348-100.0% |