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Annual investment return 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 | $0 | $46,244-100.0% | $286,273-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.6%-30.6pp | 2.8%-2.8pp |
| Annual return | 8.74% | 17.59%-8.9pp | 10.78%-2.0pp | 16.32%-7.6pp |
| Employer contribution / active EE | $0 | $13,960-100.0% | $41,857-100.0% | $17,007-100.0% |
| Participant deferral / active EE | $0 | $0 | $59-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $83,605-100.0% | $127-100.0% |