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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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,321 | $87,733-73.4% | $106,555-78.1% | $85,847-72.8% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 12.66% | 21.86%-9.2pp | 26.80%-14.1pp | 318.61%-306.0pp |
| Employer contribution / active EE | $5,219 | $2,073+151.8% | $2,819+85.1% | $2,565+103.4% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,399-100.0% | $3,952-100.0% |
| Admin fee / account holder | -$23 | $6,767-100.3% | $7,408-100.3% | $6,261-100.4% |