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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.
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 | $6,450 | $81,301-92.1% | $76,119-91.5% | $199,960-96.8% |
| Participation rate | 99.1% | 70.1%+29.1pp | 69.1%+30.1pp | 72.0%+27.1pp |
| Annual return | 6.23% | 16.31%-10.1pp | 361.25%-355.0pp | 34.28%-28.0pp |
| Employer contribution / active EE | $0 | $3,352-100.0% | $2,693-100.0% | $3,036-100.0% |
| Participant deferral / active EE | $0 | $4,721-100.0% | $4,259-100.0% | $5,087-100.0% |
| Admin fee / account holder | $98 | $145-32.7% | $6,421-98.5% | $269-63.8% |