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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 | $10,463 | $155,795-93.3% | $136,298-92.3% | $69,631-85.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 35.46% | 232464.33%-232428.9pp | 5156.27%-5120.8pp | 27571.02%-27535.6pp |
| Employer contribution / active EE | $702 | $2,991-76.5% | $4,696-85.1% | $2,032-65.5% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $10 | $128-92.5% | $9,244-99.9% | $110-91.2% |