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Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $9,556,684-100.0% | $848,047-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 16.7%-16.7pp | 2.4%-2.4pp |
| Annual return | 3.61% | 22.81%-19.2pp | 5.63%-2.0pp | 22.81%-19.2pp |
| Employer contribution / active EE | $0 | $18,290-100.0% | $36,086-100.0% | $18,290-100.0% |
| Participant deferral / active EE | $0 | $603-100.0% | $0 | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $0 | $85,222-100.0% |