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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 | $3,586 | $57,073-93.7% | $85,126-95.8% | $80,925-95.6% |
| Participation rate | 98.9% | 56.4%+42.5pp | 67.5%+31.4pp | 67.7%+31.2pp |
| Annual return | 12.08% | 21.69%-9.6pp | 66.63%-54.6pp | 35.65%-23.6pp |
| Employer contribution / active EE | $1,040 | $1,801-42.2% | $2,731-61.9% | $2,756-62.3% |
| Participant deferral / active EE | $0 | $3,113-100.0% | $4,523-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $4,988-100.0% | $6,160-100.0% | $6,940-100.0% |