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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 | $37,448 | $122,042-69.3% | $184,243-79.7% | $74,429-49.7% |
| Participation rate | 99.1% | 85.5%+13.6pp | 86.8%+12.3pp | 67.2%+31.9pp |
| Annual return | 37.85% | 19.91%+17.9pp | 28.82%+9.0pp | 1368.38%-1330.5pp |
| Employer contribution / active EE | $2,632 | $4,538-42.0% | $6,427-59.1% | $2,625+0.3% |
| Participant deferral / active EE | $0 | $7,143-100.0% | $9,132-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,252-100.0% | $13,914-100.0% | $1,944-100.0% |