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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 | $5,056 | $57,352-91.2% | $83,831-94.0% | $64,173-92.1% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -0.57% | 11.38%-12.0pp | 850.99%-851.6pp | 7.63%-8.2pp |
| Employer contribution / active EE | $1,235 | $2,546-51.5% | $3,631-66.0% | $2,381-48.1% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $86 | $4,046-97.9% | $5,479-98.4% | $4,887-98.3% |