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Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $2,350 | $82,028-97.1% | $123,105-98.1% | $59,633-96.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -0.92% | 5.12%-6.0pp | 13.22%-14.1pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $2,086 | $3,297-36.7% | $5,151-59.5% | $2,203-5.3% |
| Participant deferral / active EE | $1,094 | $4,667-76.6% | $6,229-82.4% | $3,192-65.7% |
| Admin fee / account holder | $17 | $5,879-99.7% | $9,014-99.8% | $4,297-99.6% |