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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 | $0 | $107,032-100.0% | $268,676-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 9.9%-9.9pp |
| Annual return | -17.80% | -13.96%-3.8pp | -10.68%-7.1pp | -5.25%-12.6pp |
| Employer contribution / active EE | $0 | $9,887-100.0% | $48,995-100.0% | $15,161-100.0% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $360-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $4,366-100.0% | $3,859-100.0% |