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Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,295 | $55,449-36.3% | $83,831-57.9% | $56,289-37.3% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | 55.75% | -1.38%+57.1pp | 850.99%-795.2pp | -9.96%+65.7pp |
| Employer contribution / active EE | $4 | $2,430-99.8% | $3,631-99.9% | $2,111-99.8% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $43 | $656-93.5% | $5,479-99.2% | $521-91.8% |