More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $484,799-100.0% | $114,230-100.0% | $484,799-100.0% |
| Participation rate | 0.0% | 91.1%-91.1pp | 62.5%-62.5pp | 91.1%-91.1pp |
| Annual return | 0.00% | 5.95%-5.9pp | 15.66%-15.7pp | 5.95%-5.9pp |
| Employer contribution / active EE | $0 | $27,493-100.0% | $8,491-100.0% | $27,493-100.0% |
| Participant deferral / active EE | $0 | $6,572-100.0% | $4,121-100.0% | $6,572-100.0% |
| Admin fee / account holder | $0 | $18,209-100.0% | $297-100.0% | $18,209-100.0% |