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Employer 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.
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 | $39,844 | $41,647-4.3% | $96,192-58.6% | $86,821-54.1% |
| Participation rate | 98.4% | 50.3%+48.1pp | 68.4%+29.9pp | 72.3%+26.1pp |
| Annual return | 27.80% | 27.24%+0.6pp | 192.09%-164.3pp | 97.94%-70.1pp |
| Employer contribution / active EE | $0 | $1,328-100.0% | $2,799-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $0 | $2,412-100.0% | $4,351-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $169-100.0% | $5,539-100.0% | $170-100.0% |