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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 | $0 | $36,224-100.0% | $396,305-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.7%-2.7pp | 13.3%-13.3pp | 2.7%-2.7pp |
| Annual return | 5.56% | 8.35%-2.8pp | 78.99%-73.4pp | 8.35%-2.8pp |
| Employer contribution / active EE | $14,151 | $17,935-21.1% | $29,717-52.4% | $17,935-21.1% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $224-100.0% | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $3,725-100.0% | $200-100.0% |