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Participant 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 | $49,963 | $43,344+15.3% | $59,899-16.6% | $64,173-22.1% |
| Participation rate | 79.7% | 69.2%+10.6pp | 74.7%+5.1pp | 69.6%+10.2pp |
| Annual return | 3.86% | -1.55%+5.4pp | 3.46%+0.4pp | 7.63%-3.8pp |
| Employer contribution / active EE | $3,584 | $2,030+76.6% | $2,723+31.6% | $2,381+50.5% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $34 | $3,008-98.9% | $3,592-99.0% | $4,887-99.3% |