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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 | $24,013 | $69,590-65.5% | $136,867-82.5% | $94,015-74.5% |
| Participation rate | 97.1% | 66.3%+30.8pp | 74.5%+22.6pp | 70.8%+26.3pp |
| Annual return | 7.20% | 19.62%-12.4pp | 42.97%-35.8pp | 17.84%-10.6pp |
| Employer contribution / active EE | $2,857 | $2,396+19.2% | $3,547-19.4% | $2,790+2.4% |
| Participant deferral / active EE | $0 | $3,437-100.0% | $4,924-100.0% | $4,249-100.0% |
| Admin fee / account holder | $0 | $8,912-100.0% | $10,340-100.0% | $8,951-100.0% |