Employer contribution per participant 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 | $0 | $0 | $247,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 0.0%0pp |
| Annual return | 5.27% | 13.18%-7.9pp | 32.33%-27.1pp | 13.18%-7.9pp |
| Employer contribution / active EE | $0 | $8,469-100.0% | $33,964-100.0% | $8,469-100.0% |
| Participant deferral / active EE | $0 | $322-100.0% | $43-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $10,141-100.0% | - |