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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 | $33,191 | $56,339-41.1% | $104,299-68.2% | $68,490-51.5% |
| Participation rate | 93.5% | 63.3%+30.3pp | 73.3%+20.3pp | 67.9%+25.7pp |
| Annual return | -12.89% | -9.19%-3.7pp | 24.62%-37.5pp | -7.85%-5.0pp |
| Employer contribution / active EE | $12,191 | $1,960+522.0% | $3,373+261.4% | $2,597+369.5% |
| Participant deferral / active EE | $0 | $3,077-100.0% | $4,626-100.0% | $4,028-100.0% |
| Admin fee / account holder | $8 | $4,902-99.8% | $7,339-99.9% | $5,403-99.9% |