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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 | $40,388 | $128,603-68.6% | $197,124-79.5% | $67,986-40.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 86.7%+13.3pp | 57.2%+42.8pp |
| Annual return | 17.23% | 23.77%-6.5pp | 44.34%-27.1pp | 31.67%-14.4pp |
| Employer contribution / active EE | $2,778 | $4,379-36.6% | $6,227-55.4% | $2,019+37.6% |
| Participant deferral / active EE | $0 | $6,840-100.0% | $9,135-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $3,035-100.0% | $16,298-100.0% | $3,203-100.0% |