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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,099 | $60,504-48.6% | $81,882-62.0% | $74,478-58.2% |
| Participation rate | 96.0% | 62.9%+33.1pp | 72.4%+23.6pp | 67.2%+28.8pp |
| Annual return | 23.17% | 16.91%+6.3pp | 779.47%-756.3pp | 1370.56%-1347.4pp |
| Employer contribution / active EE | $0 | $2,627-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $0 | $3,400-100.0% | $4,323-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,492-100.0% | $7,360-100.0% | $1,946-100.0% |