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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 | $41,953 | $81,494-48.5% | $133,978-68.7% | $73,497-42.9% |
| Participation rate | 99.1% | 76.4%+22.8pp | 79.8%+19.3pp | 70.7%+28.5pp |
| Annual return | 29.56% | 19.40%+10.2pp | 45.10%-15.5pp | 28.51%+1.0pp |
| Employer contribution / active EE | $0 | $2,210-100.0% | $3,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $0 | $3,787-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4 | $713-99.5% | $8,930-100.0% | $513-99.3% |