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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 | $172,416 | $82,979+107.8% | $102,412+68.4% | $77,736+121.8% |
| Participation rate | 98.5% | 71.5%+26.9pp | 74.5%+24.0pp | 70.6%+27.9pp |
| Annual return | 17.64% | 19.11%-1.5pp | 24.94%-7.3pp | 31.26%-13.6pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $3,870-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $1 | $639-99.8% | $8,388-100.0% | $433-99.8% |