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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 | $45,912 | $64,324-28.6% | $118,914-61.4% | $79,856-42.5% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | 16.31% | 86.45%-70.1pp | 35.89%-19.6pp | 31.71%-15.4pp |
| Employer contribution / active EE | $7,877 | $1,836+329.0% | $3,264+141.3% | $2,471+218.7% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $4,266-100.0% | $3,741-100.0% |
| Admin fee / account holder | $169 | $4,040-95.8% | $6,582-97.4% | $5,306-96.8% |