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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,819 | $73,019-67.4% | $90,766-73.8% | $68,490-65.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -15.31% | -13.81%-1.5pp | -12.16%-3.2pp | -7.85%-7.5pp |
| Employer contribution / active EE | $5,904 | $2,193+169.3% | $2,922+102.1% | $2,597+127.4% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | -$78 | $5,897-101.3% | $8,446-100.9% | $5,403-101.5% |