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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 | $98,148 | $84,499+16.2% | $125,391-21.7% | $66,949+46.6% |
| Participation rate | 98.4% | 76.4%+22.0pp | 82.4%+16.0pp | 69.8%+28.6pp |
| Annual return | -4.14% | -8.49%+4.3pp | 572.41%-576.6pp | 1.57%-5.7pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,816-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $0 | $6,785-100.0% | $7,448-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,009-100.0% | $594-100.0% |