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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 | $43,733 | $64,871-32.6% | $129,110-66.1% | $66,930-34.7% |
| Participation rate | 98.6% | 74.0%+24.7pp | 77.3%+21.4pp | 69.8%+28.8pp |
| Annual return | -12.25% | -12.21%0pp | -10.94%-1.3pp | 1.57%-13.8pp |
| Employer contribution / active EE | $0 | $3,741-100.0% | $5,052-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $0 | $5,090-100.0% | $6,542-100.0% | $4,238-100.0% |
| Admin fee / account holder | $96 | $629-84.7% | $14,302-99.3% | $593-83.8% |