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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 | $13,462 | $92,224-85.4% | $105,223-87.2% | $79,634-83.1% |
| Participation rate | 98.1% | 69.2%+29.0pp | 75.0%+23.1pp | 62.5%+35.6pp |
| Annual return | 0.00% | 88.65%-88.6pp | 180.65%-180.6pp | 36.46%-36.5pp |
| Employer contribution / active EE | $13,258 | $3,965+234.4% | $3,689+259.4% | $2,529+424.2% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $0 | $1,121-100.0% | $8,859-100.0% | $1,002-100.0% |