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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 | $19,792 | $50,385-60.7% | $75,501-73.8% | $62,293-68.2% |
| Participation rate | 97.8% | 67.7%+30.1pp | 72.4%+25.5pp | 69.5%+28.3pp |
| Annual return | 107.10% | 19.90%+87.2pp | 27.35%+79.7pp | 28.90%+78.2pp |
| Employer contribution / active EE | $0 | $1,537-100.0% | $2,352-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $0 | $2,445-100.0% | $3,142-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $384-100.0% | $5,801-100.0% | $479-100.0% |