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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,473 | $80,354+92.2% | $133,975+15.3% | $63,975+141.5% |
| Participation rate | 99.4% | 87.5%+11.9pp | 87.1%+12.4pp | 71.1%+28.3pp |
| Annual return | 12.21% | 13.11%-0.9pp | 29.29%-17.1pp | 48.65%-36.4pp |
| Employer contribution / active EE | $0 | $3,503-100.0% | $5,211-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $69-100.0% | $9,324-100.0% | $70-100.0% |