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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 | $30,352 | $129,159-76.5% | $184,243-83.5% | $77,714-60.9% |
| Participation rate | 99.4% | 87.4%+12.0pp | 86.8%+12.5pp | 70.6%+28.8pp |
| Annual return | 23.61% | 33.22%-9.6pp | 28.82%-5.2pp | 31.26%-7.6pp |
| Employer contribution / active EE | $3,865 | $4,410-12.4% | $6,427-39.9% | $2,727+41.7% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $9,132-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $256-100.0% | $13,914-100.0% | $433-100.0% |