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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.
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 | $41,830 | $70,587-40.7% | $124,694-66.5% | $85,851-51.3% |
| Participation rate | 97.1% | 64.4%+32.6pp | 74.6%+22.4pp | 69.3%+27.7pp |
| Annual return | 11.26% | 20688.83%-20677.6pp | 5144.82%-5133.6pp | 318.63%-307.4pp |
| Employer contribution / active EE | $9,872 | $1,913+415.9% | $3,325+196.9% | $2,565+284.8% |
| Participant deferral / active EE | $0 | $2,969-100.0% | $4,615-100.0% | $3,952-100.0% |
| Admin fee / account holder | $151 | $5,282-97.1% | $7,495-98.0% | $6,261-97.6% |