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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,765 | $60,349-70.6% | $74,184-76.1% | $62,881-71.7% |
| Participation rate | 95.5% | 72.7%+22.7pp | 76.6%+18.8pp | 69.3%+26.1pp |
| Annual return | 6.31% | 21.38%-15.1pp | 17.74%-11.4pp | 20.14%-13.8pp |
| Employer contribution / active EE | $4,475 | $1,680+166.3% | $2,370+88.8% | $2,281+96.2% |
| Participant deferral / active EE | $2,958 | $2,856+3.6% | $3,550-16.7% | $3,203-7.6% |
| Admin fee / account holder | $0 | $4,261-100.0% | $5,586-100.0% | $4,296-100.0% |