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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 | $60,393-48.5% | $81,820-62.0% | $74,429-58.2% |
| Participation rate | 96.0% | 62.9%+33.1pp | 72.4%+23.6pp | 67.2%+28.8pp |
| Annual return | 23.17% | 16.89%+6.3pp | 777.93%-754.8pp | 1368.38%-1345.2pp |
| Employer contribution / active EE | $0 | $2,626-100.0% | $2,915-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $0 | $3,397-100.0% | $4,323-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,491-100.0% | $7,391-100.0% | $1,944-100.0% |