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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,036 | $127,481-95.3% | $149,730-96.0% | $90,274-93.3% |
| Participation rate | 91.7% | 78.2%+13.5pp | 82.5%+9.2pp | 73.4%+18.3pp |
| Annual return | 2.76% | 57.78%-55.0pp | 276.70%-273.9pp | 53.97%-51.2pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $4,645-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $0 | $6,975-100.0% | $6,843-100.0% | $4,231-100.0% |
| Admin fee / account holder | $52 | $152-65.9% | $9,310-99.4% | $114-54.7% |