Participant 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.
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 | $5,093 | $71,802-92.9% | $133,975-96.2% | $57,661-91.2% |
| Participation rate | 98.7% | 85.5%+13.3pp | 87.1%+11.7pp | 70.2%+28.5pp |
| Annual return | 0.00% | 13.51%-13.5pp | 29.29%-29.3pp | 5.13%-5.1pp |
| Employer contribution / active EE | $5,029 | $3,161+59.1% | $5,211-3.5% | $1,974+154.8% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $88-100.0% | $9,324-100.0% | $95-100.0% |