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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 | $8,138 | $59,191-86.3% | $76,767-89.4% | $56,289-85.5% |
| Participation rate | 81.9% | 75.2%+6.7pp | 77.0%+4.9pp | 69.9%+12.0pp |
| Annual return | 1.40% | 6.62%-5.2pp | 2.43%-1.0pp | -9.96%+11.4pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $1 | $489-99.9% | $6,675-100.0% | $521-99.9% |