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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 | $28,593 | $59,804-52.2% | $81,982-65.1% | $79,856-64.2% |
| Participation rate | 90.7% | 61.6%+29.1pp | 69.3%+21.5pp | 69.6%+21.1pp |
| Annual return | -2.21% | 17.56%-19.8pp | 41.31%-43.5pp | 31.71%-33.9pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,741-100.0% |
| Admin fee / account holder | $23 | $4,288-99.5% | $5,665-99.6% | $5,306-99.6% |