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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 | $8,654 | $71,873-88.0% | $86,698-90.0% | $68,490-87.4% |
| Participation rate | 95.6% | 72.2%+23.3pp | 76.6%+19.0pp | 67.9%+27.7pp |
| Annual return | 0.11% | 3.54%-3.4pp | 35.96%-35.9pp | -7.85%+8.0pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1 | $6,110-100.0% | $7,492-100.0% | $5,403-100.0% |