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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 | $104,902 | $72,352+45.0% | $142,516-26.4% | $71,529+46.7% |
| Participation rate | 94.2% | 71.7%+22.5pp | 76.8%+17.4pp | 67.9%+26.2pp |
| Annual return | 32.83% | 21.17%+11.7pp | 20.03%+12.8pp | 28.97%+3.9pp |
| Employer contribution / active EE | $1,270 | $3,800-66.6% | $4,849-73.8% | $2,590-51.0% |
| Participant deferral / active EE | $0 | $5,288-100.0% | $6,280-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,438-100.0% | $10,008-100.0% | $1,588-100.0% |