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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.
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 | $11,757 | $69,823-83.2% | $76,902-84.7% | $74,473-84.2% |
| Participation rate | 85.8% | 70.0%+15.8pp | 69.6%+16.2pp | 70.7%+15.0pp |
| Annual return | 4.44% | 19.99%-15.6pp | 37.91%-33.5pp | 34.36%-29.9pp |
| Employer contribution / active EE | $0 | $2,148-100.0% | $2,534-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $0 | $3,558-100.0% | $3,833-100.0% | $4,530-100.0% |
| Admin fee / account holder | $88 | $398-77.9% | $5,479-98.4% | $347-74.6% |