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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 | $54,683 | $50,956+7.3% | $96,570-43.4% | $86,821-37.0% |
| Participation rate | 96.8% | 65.2%+31.6pp | 69.8%+27.0pp | 72.3%+24.5pp |
| Annual return | 107.37% | 21.27%+86.1pp | 37.79%+69.6pp | 97.94%+9.4pp |
| Employer contribution / active EE | $0 | $1,111-100.0% | $2,357-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $0 | $2,954-100.0% | $3,849-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $166-100.0% | $6,182-100.0% | $170-100.0% |