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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,890 | $70,002-77.3% | $115,037-86.2% | $52,331-69.6% |
| Participation rate | 97.5% | 72.1%+25.4pp | 81.4%+16.1pp | 68.1%+29.4pp |
| Annual return | 56.08% | 4.04%+52.0pp | 26.14%+29.9pp | 4.54%+51.5pp |
| Employer contribution / active EE | $2,152 | $2,715-20.7% | $4,608-53.3% | $1,882+14.4% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |