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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 | $22,111 | $99,957-77.9% | $149,745-85.2% | $73,497-69.9% |
| Participation rate | 74.3% | 75.7%-1.4pp | 82.5%-8.1pp | 70.7%+3.7pp |
| Annual return | 19.28% | 53.87%-34.6pp | 276.72%-257.4pp | 28.51%-9.2pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,646-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $9,312-100.0% | $513-99.9% |