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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 | $13,936 | $65,447-78.7% | $86,690-83.9% | $66,923-79.2% |
| Participation rate | 98.0% | 75.5%+22.6pp | 76.6%+21.5pp | 69.8%+28.2pp |
| Annual return | 0.64% | -10.89%+11.5pp | 35.93%-35.3pp | 1.58%-0.9pp |
| Employer contribution / active EE | $4,575 | $2,154+112.4% | $2,837+61.3% | $2,545+79.8% |
| Participant deferral / active EE | $0 | $4,101-100.0% | $4,656-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,490-100.0% | $593-100.0% |