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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 | $46,921 | $72,620-35.4% | $90,760-48.3% | $66,938-29.9% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | 1.33% | -12.28%+13.6pp | -12.16%+13.5pp | 1.58%-0.2pp |
| Employer contribution / active EE | $2,524 | $2,369+6.5% | $2,922-13.6% | $2,545-0.8% |
| Participant deferral / active EE | $0 | $3,979-100.0% | $4,565-100.0% | $4,238-100.0% |
| Admin fee / account holder | $5 | $707-99.3% | $8,444-99.9% | $594-99.2% |