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Employer 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 | $15,992 | $61,166-73.9% | $185,837-91.4% | $79,393-79.9% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 40.88% | 19.45%+21.4pp | 122.08%-81.2pp | 116.87%-76.0pp |
| Employer contribution / active EE | $227 | $2,321-90.2% | $5,168-95.6% | $2,428-90.6% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $5,568-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $710-100.0% | $16,241-100.0% | $627-100.0% |