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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,800 | $628,955-99.7% | $628,955-99.7% | $339,457-99.5% |
| Participation rate | 100.0% | 48.6%+51.4pp | 41.9%+58.1pp | 43.9%+56.1pp |
| Annual return | 13.04% | 8.11%+4.9pp | 8.13%+4.9pp | 13.05%0pp |
| Employer contribution / active EE | $500 | $43,861-98.9% | $42,674-98.8% | $37,651-98.7% |
| Participant deferral / active EE | $0 | $8-100.0% | $12-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $12,760-100.0% | $12,760-100.0% | $31,074-100.0% |