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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 | $12,320 | $95,388-87.1% | $125,391-90.2% | $77,906-84.2% |
| Participation rate | 99.0% | 78.6%+20.4pp | 82.4%+16.6pp | 73.7%+25.3pp |
| Annual return | 15.17% | 116.19%-101.0pp | 572.41%-557.2pp | 12.16%+3.0pp |
| Employer contribution / active EE | $166 | $3,666-95.5% | $4,816-96.6% | $2,846-94.2% |
| Participant deferral / active EE | $0 | $7,711-100.0% | $7,448-100.0% | $4,805-100.0% |
| Admin fee / account holder | $0 | $119-100.0% | $10,009-100.0% | $133-100.0% |