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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 | $24,811+86.5% | $69,701-33.6% | $74,546-37.9% |
| Participation rate | 100.0% | 63.5%+36.5pp | 66.4%+33.6pp | 67.2%+32.8pp |
| Annual return | 3.58% | 18.53%-15.0pp | 100.32%-96.7pp | 1366.03%-1362.5pp |
| Employer contribution / active EE | $0 | $1,003-100.0% | $1,713-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $0 | $1,904-100.0% | $2,887-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $1,898-100.0% | $4,717-100.0% | $1,944-100.0% |