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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $422,293-100.0% | - | $422,293-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 34.7%-34.7pp |
| Annual return | 78.70% | 12.22%+66.5pp | 11.15%+67.5pp | 12.28%+66.4pp |
| Employer contribution / active EE | $0 | $24,063-100.0% | $19,872-100.0% | $34,589-100.0% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $93-100.0% |
| Admin fee / account holder | $0 | $47,656-100.0% | - | $47,656-100.0% |