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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.
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 | $31,855 | $86,341-63.1% | $125,195-74.6% | $65,186-51.1% |
| Participation rate | 99.2% | 75.3%+23.9pp | 79.8%+19.5pp | 70.2%+29.0pp |
| Annual return | 8.77% | 27.44%-18.7pp | 43.79%-35.0pp | 29.39%-20.6pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,866-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $609-100.0% | $9,704-100.0% | $847-100.0% |