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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,663 | $84,493-44.8% | $125,381-62.8% | $66,938-30.3% |
| Participation rate | 90.0% | 76.4%+13.6pp | 82.4%+7.6pp | 69.8%+20.2pp |
| Annual return | -12.20% | -8.49%-3.7pp | 572.31%-584.5pp | 1.58%-13.8pp |
| Employer contribution / active EE | $3,692 | $3,554+3.9% | $4,815-23.3% | $2,545+45.1% |
| Participant deferral / active EE | $8,286 | $6,783+22.2% | $7,448+11.3% | $4,238+95.5% |
| Admin fee / account holder | $41 | $685-93.9% | $10,007-99.6% | $594-93.0% |