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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 | $79,407 | $79,779-0.5% | $153,741-48.3% | $74,478+6.6% |
| Participation rate | 97.2% | 69.9%+27.3pp | 77.1%+20.1pp | 67.2%+30.0pp |
| Annual return | -6.46% | 15.08%-21.5pp | 15.71%-22.2pp | 1370.56%-1377.0pp |
| Employer contribution / active EE | $0 | $4,026-100.0% | $5,042-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $0 | $5,329-100.0% | $6,757-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,761-100.0% | $12,749-100.0% | $1,946-100.0% |