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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 | $64,282 | $42,546+51.1% | $71,796-10.5% | $55,167+16.5% |
| Participation rate | 100.0% | 59.1%+40.9pp | 69.1%+30.9pp | 69.0%+31.0pp |
| Annual return | 19.69% | 12.36%+7.3pp | 78.04%-58.4pp | 169.23%-149.5pp |
| Employer contribution / active EE | $1,161 | $803+44.5% | $1,924-39.7% | $1,963-40.9% |
| Participant deferral / active EE | $0 | $2,064-100.0% | $2,794-100.0% | $3,054-100.0% |
| Admin fee / account holder | $11 | $650-98.3% | $4,815-99.8% | $504-97.8% |