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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $11,658 | $120,450-90.3% | $159,474-92.7% | $93,010-87.5% |
| Participation rate | 99.3% | 78.0%+21.4pp | 82.8%+16.5pp | 73.9%+25.4pp |
| Annual return | 18.68% | 27.11%-8.4pp | 263.68%-245.0pp | 158.70%-140.0pp |
| Employer contribution / active EE | $181 | $3,526-94.9% | $4,831-96.3% | $2,705-93.3% |
| Participant deferral / active EE | $0 | $7,283-100.0% | $7,353-100.0% | $4,561-100.0% |
| Admin fee / account holder | $0 | $137-100.0% | $10,802-100.0% | $152-100.0% |