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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 | $88,087+45.3% | $164,866-22.4% | $74,546+71.7% |
| Participation rate | 95.7% | 73.1%+22.6pp | 78.6%+17.1pp | 67.2%+28.5pp |
| Annual return | 26.83% | 17.27%+9.6pp | 69.97%-43.1pp | 1366.03%-1339.2pp |
| Employer contribution / active EE | $0 | $2,595-100.0% | $4,343-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $0 | $4,499-100.0% | $6,033-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,232-100.0% | $12,689-100.0% | $1,944-100.0% |