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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 | $18,757 | $76,551-75.5% | $123,894-84.9% | $62,881-70.2% |
| Participation rate | 98.6% | 73.0%+25.6pp | 81.4%+17.2pp | 69.3%+29.3pp |
| Annual return | 16.25% | 18.68%-2.4pp | 47.52%-31.3pp | 20.14%-3.9pp |
| Employer contribution / active EE | $1,027 | $2,882-64.4% | $4,617-77.7% | $2,281-55.0% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |