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Employer 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,228 | $65,582-96.6% | $64,097-96.5% | $71,529-96.9% |
| Participation rate | 91.4% | 73.2%+18.2pp | 72.3%+19.1pp | 67.9%+23.5pp |
| Annual return | 23.05% | 18.96%+4.1pp | 33.75%-10.7pp | 28.97%-5.9pp |
| Employer contribution / active EE | $19 | $2,671-99.3% | $2,750-99.3% | $2,590-99.3% |
| Participant deferral / active EE | $0 | $3,628-100.0% | $3,881-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $616-100.0% | $3,070-100.0% | $1,588-100.0% |