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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 | $4,187 | $107,846-96.1% | $119,634-96.5% | - |
| Participation rate | 0.0% | 78.0%-78.0pp | 79.3%-79.3pp | - |
| Annual return | -7.31% | -15.20%+7.9pp | -14.98%+7.7pp | - |
| Employer contribution / active EE | $0 | $2,838-100.0% | $4,232-100.0% | - |
| Participant deferral / active EE | $0 | $4,531-100.0% | $5,601-100.0% | - |
| Admin fee / account holder | $24 | $73,538-100.0% | $10,329-99.8% | - |