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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 | $17,095 | $104,479-83.6% | $159,474-89.3% | $79,391-78.5% |
| Participation rate | 98.8% | 76.6%+22.2pp | 82.8%+16.0pp | 70.7%+28.1pp |
| Annual return | 17.08% | 67.98%-50.9pp | 263.68%-246.6pp | 116.88%-99.8pp |
| Employer contribution / active EE | $895 | $3,417-73.8% | $4,831-81.5% | $2,428-63.1% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,353-100.0% | $4,046-100.0% |
| Admin fee / account holder | $7 | $711-99.0% | $10,802-99.9% | $627-98.9% |