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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 | $106,603 | $46,072+131.4% | $69,779+52.8% | $55,167+93.2% |
| Participation rate | 100.0% | 67.5%+32.5pp | 71.8%+28.2pp | 69.0%+31.0pp |
| Annual return | 2.85% | 8.68%-5.8pp | 12.99%-10.1pp | 169.23%-166.4pp |
| Employer contribution / active EE | $0 | $1,500-100.0% | $2,338-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $0 | $2,344-100.0% | $2,931-100.0% | $3,054-100.0% |
| Admin fee / account holder | $151 | $428-64.8% | $4,381-96.6% | $504-70.1% |