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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 | $11,000 | $99,201-88.9% | $96,544-88.6% | $74,473-85.2% |
| Participation rate | 87.3% | 80.7%+6.6pp | 76.0%+11.3pp | 70.7%+16.6pp |
| Annual return | -13.54% | 22.40%-35.9pp | 25.88%-39.4pp | 34.36%-47.9pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $2,966-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $0 | $4,938-100.0% | $4,851-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $225-99.9% | $8,254-100.0% | $347-99.9% |