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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 | $73,117 | $91,536-20.1% | $130,062-43.8% | $75,177-2.7% |
| Participation rate | 95.6% | 71.5%+24.1pp | 78.5%+17.1pp | 67.2%+28.4pp |
| Annual return | 5.05% | -631.62%+636.7pp | -137.37%+142.4pp | 160.75%-155.7pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,780-100.0% | $10,601-100.0% | $5,651-100.0% |