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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 | $15,961 | $58,493-72.7% | $84,023-81.0% | $72,976-78.1% |
| Participation rate | 82.3% | 61.2%+21.1pp | 69.0%+13.3pp | 69.5%+12.8pp |
| Annual return | -9.52% | 28.93%-38.4pp | 71.32%-80.8pp | 81.02%-90.5pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1 | $4,569-100.0% | $6,102-100.0% | $5,124-100.0% |