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Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $98,785 | $79,223+24.7% | $102,460-3.6% | $74,478+32.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 8.00% | 54.98%-47.0pp | 29.47%-21.5pp | 1370.56%-1362.6pp |
| Employer contribution / active EE | $0 | $2,363-100.0% | $3,025-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,056-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,003-100.0% | $9,460-100.0% | $1,946-100.0% |