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Employer 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.
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 | $13,998 | $84,499-83.4% | $125,391-88.8% | $66,949-79.1% |
| Participation rate | 98.9% | 76.4%+22.5pp | 82.4%+16.5pp | 69.8%+29.1pp |
| Annual return | -8.02% | -8.49%+0.5pp | 572.41%-580.4pp | 1.57%-9.6pp |
| Employer contribution / active EE | $894 | $3,554-74.9% | $4,816-81.4% | $2,545-64.9% |
| Participant deferral / active EE | $0 | $6,785-100.0% | $7,448-100.0% | $4,239-100.0% |
| Admin fee / account holder | $8 | $685-98.8% | $10,009-99.9% | $594-98.6% |