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Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,019 | $70,002-82.8% | $115,038-89.6% | $52,331-77.0% |
| Participation rate | 99.0% | 72.1%+26.9pp | 81.4%+17.7pp | 68.1%+30.9pp |
| Annual return | 636.46% | 4.04%+632.4pp | 26.14%+610.3pp | 4.54%+631.9pp |
| Employer contribution / active EE | $907 | $2,715-66.6% | $4,608-80.3% | $1,882-51.8% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |