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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 | $34,299 | $61,605-44.3% | $112,236-69.4% | $75,173-54.4% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 13.69% | 28.47%-14.8pp | 30.20%-16.5pp | 160.65%-147.0pp |
| Employer contribution / active EE | $12,925 | $2,015+541.3% | $3,431+276.7% | $2,670+384.0% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,799-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6 | $4,862-99.9% | $7,749-99.9% | $5,651-99.9% |