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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 | $23,653 | $70,667-66.5% | $123,105-80.8% | $52,331-54.8% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 7.14% | 6.23%+0.9pp | 13.22%-6.1pp | 4.54%+2.6pp |
| Employer contribution / active EE | $4,112 | $2,946+39.6% | $5,151-20.2% | $1,882+118.5% |
| Participant deferral / active EE | $0 | $4,493-100.0% | $6,229-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $506-100.0% | $9,014-100.0% | $592-100.0% |