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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.
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 | $9,555 | $27,800-65.6% | $58,507-83.7% | $71,529-86.6% |
| Participation rate | 81.9% | 34.6%+47.3pp | 50.9%+31.0pp | 67.9%+13.9pp |
| Annual return | 0.42% | 26.80%-26.4pp | 4252.32%-4251.9pp | 28.97%-28.6pp |
| Employer contribution / active EE | $0 | $632-100.0% | $1,053-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $0 | $1,208-100.0% | $1,922-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,637-100.0% | $2,486-100.0% | $1,588-100.0% |