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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 | $88,137+45.2% | $164,975-22.4% | $74,429+71.9% |
| Participation rate | 95.7% | 73.1%+22.6pp | 78.6%+17.1pp | 67.2%+28.5pp |
| Annual return | 26.83% | 17.13%+9.7pp | 70.12%-43.3pp | 1368.38%-1341.6pp |
| Employer contribution / active EE | $0 | $2,597-100.0% | $4,343-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $0 | $4,501-100.0% | $6,033-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,231-100.0% | $12,688-100.0% | $1,944-100.0% |