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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $282,678 | $95,453+196.1% | $112,040+152.3% | $82,448+242.9% |
| Participation rate | 95.8% | 72.8%+23.0pp | 76.5%+19.3pp | 68.1%+27.7pp |
| Annual return | 26.32% | 23.92%+2.4pp | 24.52%+1.8pp | 41.64%-15.3pp |
| Employer contribution / active EE | $8,711 | $2,318+275.8% | $2,954+194.9% | $2,551+241.5% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $9,013-100.0% | $12,098-100.0% | $7,234-100.0% |