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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 | $12,771 | $104,497-87.8% | $159,487-92.0% | $79,389-83.9% |
| Participation rate | 98.7% | 76.6%+22.1pp | 82.8%+15.9pp | 70.7%+28.0pp |
| Annual return | 30.28% | 67.98%-37.7pp | 263.71%-233.4pp | 116.89%-86.6pp |
| Employer contribution / active EE | $3,290 | $3,418-3.7% | $4,831-31.9% | $2,428+35.5% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,354-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $711-100.0% | $10,804-100.0% | $626-100.0% |