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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $76,418-100.0% | $350,496-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 31.4%-31.4pp | 11.3%-11.3pp |
| Annual return | 8.89% | 10.91%-2.0pp | 12.88%-4.0pp | 10.41%-1.5pp |
| Employer contribution / active EE | $6,815 | $12,279-44.5% | $40,010-83.0% | $14,691-53.6% |
| Participant deferral / active EE | $0 | $9-100.0% | $66-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $4,558-100.0% | $7,226-100.0% | $2,646-100.0% |