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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,437 | $73,102-93.9% | $123,553-96.4% | $56,289-92.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | 0.00% | 3.01%-3.0pp | 119.21%-119.2pp | -9.96%+10.0pp |
| Employer contribution / active EE | $1,621 | $2,977-45.6% | $4,628-65.0% | $2,111-23.2% |
| Participant deferral / active EE | $2,859 | $5,423-47.3% | $6,426-55.5% | $3,350-14.7% |
| Admin fee / account holder | $0 | $554-100.0% | $9,284-100.0% | $521-100.0% |