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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 | $127,979 | $88,203+45.1% | $165,100-22.5% | $74,478+71.8% |
| Participation rate | 95.7% | 73.1%+22.6pp | 78.6%+17.1pp | 67.2%+28.5pp |
| Annual return | 26.83% | 17.13%+9.7pp | 70.21%-43.4pp | 1370.56%-1343.7pp |
| Employer contribution / active EE | $0 | $2,601-100.0% | $4,348-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,235-100.0% | $12,696-100.0% | $1,946-100.0% |