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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $2,551 | $50,150-94.9% | $149,723-98.3% | $80,169-96.8% |
| Participation rate | 99.9% | 64.3%+35.6pp | 78.8%+21.1pp | 72.9%+26.9pp |
| Annual return | 4.06% | 29.80%-25.7pp | 134.50%-130.4pp | 40.39%-36.3pp |
| Employer contribution / active EE | $0 | $1,868-100.0% | $4,821-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $0 | $3,195-100.0% | $5,682-100.0% | $5,016-100.0% |
| Admin fee / account holder | $0 | $153-100.0% | $13,215-100.0% | $145-100.0% |