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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,526 | $99,957-91.5% | $149,745-94.3% | $73,497-88.4% |
| Participation rate | 99.4% | 75.7%+23.6pp | 82.5%+16.9pp | 70.7%+28.7pp |
| Annual return | 54.85% | 53.87%+1.0pp | 276.72%-221.9pp | 28.51%+26.3pp |
| Employer contribution / active EE | $779 | $3,191-75.6% | $4,646-83.2% | $2,270-65.7% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $15 | $551-97.3% | $9,312-99.8% | $513-97.1% |