Filed February 19, 2025
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $413,694 | $80,138+416.2% | $130,270+217.6% | $71,529+478.4% |
| Participation rate | 99.3% | 71.0%+28.3pp | 76.3%+23.1pp | 67.9%+31.4pp |
| Annual return | 37.76% | 16.81%+21.0pp | 38.89%-1.1pp | 28.97%+8.8pp |
| Employer contribution / active EE | $1,893 | $2,834-33.2% | $4,128-54.1% | $2,590-26.9% |
| Participant deferral / active EE | $0 | $4,641-100.0% | $6,797-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,035-100.0% | $6,022-100.0% | $1,588-100.0% |