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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 | $2,060 | $66,650-96.9% | $92,915-97.8% | $67,582-97.0% |
| Participation rate | 98.3% | 72.5%+25.8pp | 76.0%+22.3pp | 71.3%+27.0pp |
| Annual return | 11.26% | 92.64%-81.4pp | 109.45%-98.2pp | 378.57%-367.3pp |
| Employer contribution / active EE | $0 | $2,777-100.0% | $3,653-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $199-100.0% | $5,796-100.0% | $142-100.0% |