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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 | $10,178 | $84,499-88.0% | $125,391-91.9% | $66,949-84.8% |
| Participation rate | 98.5% | 76.4%+22.1pp | 82.4%+16.1pp | 69.8%+28.7pp |
| Annual return | -15.85% | -8.49%-7.4pp | 572.41%-588.3pp | 1.57%-17.4pp |
| Employer contribution / active EE | $3,222 | $3,554-9.3% | $4,816-33.1% | $2,545+26.6% |
| Participant deferral / active EE | $0 | $6,785-100.0% | $7,448-100.0% | $4,239-100.0% |
| Admin fee / account holder | $27 | $685-96.0% | $10,009-99.7% | $594-95.4% |