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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 | $51,638-53.5% | $68,368-64.9% | $82,448-70.9% |
| Participation rate | 97.1% | 63.6%+33.5pp | 73.8%+23.4pp | 68.1%+29.1pp |
| Annual return | 7.20% | 37.53%-30.3pp | 292.57%-285.4pp | 41.64%-34.4pp |
| Employer contribution / active EE | $2,857 | $2,047+39.6% | $2,649+7.9% | $2,551+12.0% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $4,643-100.0% | $5,150-100.0% | $7,234-100.0% |