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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 | $50,633 | $39,245+29.0% | $64,105-21.0% | $52,331-3.2% |
| Participation rate | 100.0% | 58.2%+41.8pp | 68.2%+31.8pp | 68.1%+31.9pp |
| Annual return | 14.11% | 14.79%-0.7pp | 791.24%-777.1pp | 4.54%+9.6pp |
| Employer contribution / active EE | $1,182 | $736+60.6% | $1,820-35.0% | $1,882-37.2% |
| Participant deferral / active EE | $0 | $1,992-100.0% | $2,822-100.0% | $3,022-100.0% |
| Admin fee / account holder | $5 | $592-99.2% | $4,499-99.9% | $592-99.2% |