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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $12,874 | $132,099-90.3% | $115,599-88.9% | $138,895-90.7% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.3%-74.3pp | 79.9%-79.9pp |
| Annual return | 4.96% | 176.76%-171.8pp | 111.10%-106.1pp | 145.39%-140.4pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $5,617-100.0% | $4,889-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $15,650-100.0% | $12,841-100.0% | $12,562-100.0% |