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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 | $57,140-93.7% | $85,240-95.8% | $80,959-95.6% |
| Participation rate | 98.9% | 56.4%+42.5pp | 67.5%+31.3pp | 67.7%+31.2pp |
| Annual return | 12.08% | 21.71%-9.6pp | 66.75%-54.7pp | 35.67%-23.6pp |
| Employer contribution / active EE | $1,040 | $1,802-42.3% | $2,735-62.0% | $2,757-62.3% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,527-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $4,992-100.0% | $6,165-100.0% | $6,925-100.0% |