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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 | $49,504 | $83,045-40.4% | $130,045-61.9% | $71,511-30.8% |
| Participation rate | 98.5% | 74.1%+24.4pp | 78.5%+20.0pp | 67.9%+30.6pp |
| Annual return | 12.17% | 20.61%-8.4pp | -137.30%+149.5pp | 28.86%-16.7pp |
| Employer contribution / active EE | $0 | $2,623-100.0% | $4,321-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,820-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,727-100.0% | $10,600-100.0% | $1,588-100.0% |