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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 | $46,282 | $24,891+85.9% | $69,611-33.5% | $74,429-37.8% |
| Participation rate | 100.0% | 63.4%+36.6pp | 66.4%+33.6pp | 67.2%+32.8pp |
| Annual return | 3.58% | 18.53%-15.0pp | 101.14%-97.6pp | 1368.38%-1364.8pp |
| Employer contribution / active EE | $0 | $1,005-100.0% | $1,709-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $0 | $1,908-100.0% | $2,891-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,904-100.0% | $4,696-100.0% | $1,944-100.0% |