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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 | $17,056 | $44,103-61.3% | $75,826-77.5% | $64,173-73.4% |
| Participation rate | 78.4% | 62.7%+15.6pp | 68.2%+10.2pp | 69.6%+8.8pp |
| Annual return | -6.69% | -4.72%-2.0pp | 1914.15%-1920.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $0 | $1,446-100.0% | $1,913-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $2,862-100.0% | $3,470-100.0% |
| Admin fee / account holder | $201 | $3,506-94.3% | $4,726-95.8% | $4,887-95.9% |