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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 | $88,061 | $84,493+4.2% | $125,381-29.8% | $66,938+31.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -1.18% | -8.49%+7.3pp | 572.31%-573.5pp | 1.58%-2.8pp |
| Employer contribution / active EE | $3,599 | $3,554+1.3% | $4,815-25.3% | $2,545+41.4% |
| Participant deferral / active EE | $0 | $6,783-100.0% | $7,448-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,007-100.0% | $594-100.0% |