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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 | $17,959 | $81,870-78.1% | $119,634-85.0% | $68,490-73.8% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -2.35% | -23.82%+21.5pp | -14.98%+12.6pp | -7.85%+5.5pp |
| Employer contribution / active EE | $984 | $2,692-63.5% | $4,232-76.8% | $2,597-62.1% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $6,583-100.0% | $10,329-100.0% | $5,403-100.0% |