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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 | $23,401 | $44,091-46.9% | $158,640-85.2% | $44,091-46.9% |
| Participation rate | 90.5% | 4.5%+86.0pp | 22.2%+68.3pp | 4.5%+86.0pp |
| Annual return | 10.75% | 13.95%-3.2pp | 10.66%+0.1pp | 13.95%-3.2pp |
| Employer contribution / active EE | $0 | $16,598-100.0% | $30,880-100.0% | $16,598-100.0% |
| Participant deferral / active EE | $0 | $511-100.0% | $65-100.0% | $511-100.0% |
| Admin fee / account holder | $102 | $612-83.3% | $1,478-93.1% | $612-83.3% |