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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 | $23,838 | $100,801-76.4% | $149,730-84.1% | $73,412-67.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.5%+17.5pp | 72.2%+27.8pp |
| Annual return | 101.34% | 265.34%-164.0pp | 276.70%-175.4pp | 59.30%+42.0pp |
| Employer contribution / active EE | $843 | $3,312-74.5% | $4,645-81.8% | $2,234-62.3% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $6 | $181-96.8% | $9,310-99.9% | $158-96.4% |