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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 | $2,792 | $42,332-93.4% | $80,627-96.5% | - |
| Participation rate | 70.7% | 51.1%+19.6pp | 67.0%+3.7pp | - |
| Annual return | 20.60% | 49.99%-29.4pp | 936.76%-916.2pp | - |
| Employer contribution / active EE | $974 | $1,076-9.5% | $2,723-64.2% | - |
| Participant deferral / active EE | $0 | $3,616-100.0% | $4,443-100.0% | - |
| Admin fee / account holder | $11 | $1,582-99.3% | $5,381-99.8% | - |