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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,222 | $70,115-22.7% | $70,565-23.2% | $80,169-32.4% |
| Participation rate | 99.6% | 71.7%+28.0pp | 68.4%+31.3pp | 72.9%+26.7pp |
| Annual return | 22.61% | 134.51%-111.9pp | 32.79%-10.2pp | 40.39%-17.8pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $2,976-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $0 | $4,495-100.0% | $4,568-100.0% | $5,016-100.0% |
| Admin fee / account holder | $0 | $112-99.9% | $6,430-100.0% | $145-99.9% |