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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 | $22,453 | $52,884-57.5% | $84,753-73.5% | $55,167-59.3% |
| Participation rate | 98.3% | 67.5%+30.7pp | 76.6%+21.7pp | 69.0%+29.3pp |
| Annual return | 24.06% | 18.03%+6.0pp | 22.78%+1.3pp | 169.23%-145.2pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $13 | $581-97.7% | $5,333-99.8% | $504-97.4% |