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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 | $23,056 | $227,611-89.9% | $115,037-80.0% | - |
| Participation rate | 100.0% | 70.4%+29.6pp | 81.4%+18.6pp | - |
| Annual return | 0.96% | -2.26%+3.2pp | 26.14%-25.2pp | - |
| Employer contribution / active EE | $0 | $2,567-100.0% | $4,608-100.0% | - |
| Participant deferral / active EE | $0 | $4,583-100.0% | $6,026-100.0% | - |
| Admin fee / account holder | $0 | $24,340-100.0% | $8,175-100.0% | - |