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Employer contribution per participant 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 | $101,328 | $95,438+6.2% | $135,982-25.5% | $74,473+36.1% |
| Participation rate | 94.8% | 78.2%+16.6pp | 81.9%+12.9pp | 70.7%+24.0pp |
| Annual return | 49.35% | 32.61%+16.7pp | 68.32%-19.0pp | 34.36%+15.0pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,859-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $9 | $259-96.7% | $10,767-99.9% | $347-97.5% |