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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 | $108,400 | $59,006+83.7% | $97,295+11.4% | $74,478+45.5% |
| Participation rate | 99.3% | 63.7%+35.6pp | 72.7%+26.6pp | 67.2%+32.0pp |
| Annual return | -0.42% | 16.04%-16.5pp | 75.62%-76.0pp | 1370.56%-1371.0pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,723-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $0 | $3,671-100.0% | $4,264-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,974-100.0% | $5,646-100.0% | $1,946-100.0% |