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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 | $1,847 | $45,872-96.0% | $77,096-97.6% | $68,486-97.3% |
| Participation rate | 96.7% | 55.9%+40.8pp | 67.9%+28.8pp | 67.9%+28.8pp |
| Annual return | -0.04% | 1.73%-1.8pp | 42.35%-42.4pp | -7.85%+7.8pp |
| Employer contribution / active EE | $1,081 | $1,650-34.5% | $2,814-61.6% | $2,597-58.4% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,429-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $3,041-100.0% | $5,428-100.0% | $5,404-100.0% |