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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $9,539 | $26,549-64.1% | $61,501-84.5% | $66,949-85.8% |
| Participation rate | 83.6% | 38.1%+45.5pp | 52.6%+31.1pp | 69.8%+13.8pp |
| Annual return | 83.96% | -16.21%+100.2pp | 339.04%-255.1pp | 1.57%+82.4pp |
| Employer contribution / active EE | $0 | $651-100.0% | $1,160-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $0 | $1,338-100.0% | $2,125-100.0% | $4,239-100.0% |
| Admin fee / account holder | $32 | $409-92.2% | $2,132-98.5% | $594-94.6% |