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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 | $60,454-48.6% | $81,844-62.0% | $74,459-58.2% |
| Participation rate | 96.0% | 63.0%+33.0pp | 72.4%+23.6pp | 67.2%+28.8pp |
| Annual return | 23.17% | 16.87%+6.3pp | 778.87%-755.7pp | 1369.70%-1346.5pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $0 | $3,398-100.0% | $4,323-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,490-100.0% | $7,355-100.0% | $1,945-100.0% |