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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 | $8,927 | $75,183-88.1% | $123,894-92.8% | $55,167-83.8% |
| Participation rate | 96.4% | 72.8%+23.6pp | 81.4%+15.0pp | 69.0%+27.4pp |
| Annual return | 14.59% | 19.01%-4.4pp | 47.52%-32.9pp | 169.23%-154.6pp |
| Employer contribution / active EE | $2,530 | $2,823-10.4% | $4,617-45.2% | $1,963+28.9% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |