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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 | $431,983-99.6% | $431,983-99.6% | $287,034-99.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 66.7%+33.3pp | 55.9%+44.1pp |
| Annual return | 13.04% | 9.67%+3.4pp | 9.65%+3.4pp | 24.44%-11.4pp |
| Employer contribution / active EE | $500 | $51,524-99.0% | $50,020-99.0% | $41,344-98.8% |
| Participant deferral / active EE | $0 | $60-100.0% | $62-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $35,292-100.0% | $35,292-100.0% | $22,013-100.0% |