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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 | $183,613 | $92,186+99.2% | $105,624+73.8% | $77,762+136.1% |
| Participation rate | 75.6% | 81.0%-5.5pp | 75.3%+0.3pp | 70.6%+5.0pp |
| Annual return | 94.34% | 17.83%+76.5pp | 116.20%-21.9pp | 31.27%+63.1pp |
| Employer contribution / active EE | $0 | $3,376-100.0% | $3,168-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $0 | $5,395-100.0% | $5,013-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $219-100.0% | $10,961-100.0% | $433-100.0% |