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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 | $7,068 | $51,283-86.2% | $95,728-92.6% | $71,495-90.1% |
| Participation rate | 97.3% | 63.1%+34.2pp | 72.3%+25.0pp | 67.9%+29.3pp |
| Annual return | 4.79% | 25.25%-20.5pp | 28.40%-23.6pp | 28.85%-24.1pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,835-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $0 | $3,365-100.0% | $4,245-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,135-100.0% | $5,673-100.0% | $1,588-100.0% |