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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 | $157,356 | $59,191+165.8% | $76,767+105.0% | $56,289+179.6% |
| Participation rate | 89.8% | 75.2%+14.6pp | 77.0%+12.8pp | 69.9%+20.0pp |
| Annual return | -3.57% | 6.62%-10.2pp | 2.43%-6.0pp | -9.96%+6.4pp |
| Employer contribution / active EE | $7,480 | $1,759+325.3% | $2,485+201.0% | $2,111+254.3% |
| Participant deferral / active EE | $25 | $3,255-99.2% | $3,852-99.3% | $3,350-99.2% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |