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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $282,865-100.0% | $398,892-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 54.1%-54.1pp | 12.4%-12.4pp |
| Annual return | 10.86% | 9.27%+1.6pp | 8.56%+2.3pp | 9.89%+1.0pp |
| Employer contribution / active EE | $3,341 | $11,372-70.6% | $37,135-91.0% | $14,313-76.7% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $77,551-100.0% | $9,084-100.0% |