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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $490,217-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.0%-35.0pp | 0.0%0pp |
| Annual return | 0.00% | 10.61%-10.6pp | 7.21%-7.2pp | 10.61%-10.6pp |
| Employer contribution / active EE | $178,747 | $15,605+1045.4% | $39,652+350.8% | $15,605+1045.4% |
| Participant deferral / active EE | $0 | $1,909-100.0% | $95-100.0% | $1,909-100.0% |
| Admin fee / account holder | $0 | $0 | $28,496-100.0% | - |