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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.
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 | $2,706 | $57,119-95.3% | $85,187-96.8% | $80,935-96.7% |
| Participation rate | 97.5% | 56.4%+41.1pp | 67.5%+30.0pp | 67.7%+29.8pp |
| Annual return | 16.01% | 21.70%-5.7pp | 66.67%-50.7pp | 35.66%-19.6pp |
| Employer contribution / active EE | $763 | $1,802-57.6% | $2,732-72.1% | $2,757-72.3% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,525-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $4,990-100.0% | $6,162-100.0% | $6,924-100.0% |