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Participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,425 | $83,090-27.3% | $130,062-53.5% | $71,529-15.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 21.57% | 20.61%+1.0pp | -137.37%+158.9pp | 28.97%-7.4pp |
| Employer contribution / active EE | $3,551 | $2,624+35.4% | $4,322-17.8% | $2,590+37.1% |
| Participant deferral / active EE | $2,171 | $4,436-51.1% | $5,821-62.7% | $4,291-49.4% |
| Admin fee / account holder | $5 | $1,727-99.7% | $10,601-100.0% | $1,588-99.7% |