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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 | $340,936-100.0% | - | $340,936-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 31.0%-31.0pp |
| Annual return | 78.70% | 17.04%+61.7pp | 15.15%+63.6pp | 14.18%+64.5pp |
| Employer contribution / active EE | $0 | $20,481-100.0% | $16,134-100.0% | $33,339-100.0% |
| Participant deferral / active EE | $0 | $0 | $50-100.0% | $68-100.0% |
| Admin fee / account holder | $0 | $17,688-100.0% | - | $17,688-100.0% |