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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 | $501 | $84,628-99.4% | $61,501-99.2% | $134,545-99.6% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 585.61%-585.6pp | 339.04%-339.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $2,819-100.0% | $2,125-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1 | $2,587-99.9% | $2,132-99.9% | $11,431-100.0% |