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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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $97,078-100.0% | $103,065-100.0% | $145,897-100.0% |
| Participation rate | 0.0% | 81.1%-81.1pp | 80.6%-80.6pp | 80.3%-80.3pp |
| Annual return | 5.84% | 25.49%-19.7pp | 23.95%-18.1pp | 552.29%-546.5pp |
| Employer contribution / active EE | $0 | $4,680-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $6,601-100.0% | $6,625-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $12,505-100.0% | $9,349-100.0% | $13,390-100.0% |