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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 | $165,553 | $60,165+175.2% | $74,184+123.2% | $55,167+200.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 7.08% | 10.00%-2.9pp | 17.74%-10.7pp | 169.23%-162.1pp |
| Employer contribution / active EE | $6,609 | $1,600+313.1% | $2,370+178.8% | $1,963+236.7% |
| Participant deferral / active EE | $43 | $2,973-98.6% | $3,550-98.8% | $3,054-98.6% |
| Admin fee / account holder | $0 | $419-100.0% | $5,586-100.0% | $504-100.0% |