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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.
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 | $10,592 | $127,481-91.7% | $149,745-92.9% | $90,274-88.3% |
| Participation rate | 99.2% | 78.2%+21.0pp | 82.5%+16.7pp | 73.4%+25.8pp |
| Annual return | 19.26% | 57.78%-38.5pp | 276.72%-257.5pp | 53.97%-34.7pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $4,646-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $0 | $6,975-100.0% | $6,843-100.0% | $4,231-100.0% |
| Admin fee / account holder | $0 | $152-100.0% | $9,312-100.0% | $114-100.0% |