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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $23,083 | $50,898-54.6% | $171,082-86.5% | $55,167-58.2% |
| Participation rate | 91.3% | 63.3%+28.1pp | 76.7%+14.6pp | 69.0%+22.3pp |
| Annual return | 5.02% | 15.34%-10.3pp | 32.56%-27.5pp | 169.23%-164.2pp |
| Employer contribution / active EE | $70 | $1,433-95.1% | $4,002-98.3% | $1,963-96.4% |
| Participant deferral / active EE | $1,710 | $2,994-42.9% | $4,797-64.4% | $3,054-44.0% |
| Admin fee / account holder | $0 | $500-100.0% | $8,520-100.0% | $504-100.0% |