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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,876 | $77,677+223.0% | $109,188+129.8% | $79,389+216.0% |
| Participation rate | 90.4% | 67.8%+22.6pp | 75.9%+14.5pp | 70.7%+19.7pp |
| Annual return | 13.82% | 23.44%-9.6pp | 25.76%-11.9pp | 116.89%-103.1pp |
| Employer contribution / active EE | $11,575 | $2,798+313.7% | $3,723+210.9% | $2,428+376.8% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,755-100.0% | $626-100.0% |