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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 | $11,804 | $65,453-82.0% | $86,691-86.4% | $66,930-82.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | 11.75% | -10.89%+22.6pp | 35.94%-24.2pp | 1.57%+10.2pp |
| Employer contribution / active EE | $3,664 | $2,154+70.1% | $2,837+29.1% | $2,545+44.0% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,492-100.0% | $593-100.0% |