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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 | $10,600 | $46,072-77.0% | $69,779-84.8% | $55,167-80.8% |
| Participation rate | 96.0% | 67.5%+28.5pp | 71.8%+24.2pp | 69.0%+27.0pp |
| Annual return | 84.50% | 8.68%+75.8pp | 12.99%+71.5pp | 169.23%-84.7pp |
| Employer contribution / active EE | $200 | $1,500-86.7% | $2,338-91.4% | $1,963-89.8% |
| Participant deferral / active EE | $0 | $2,344-100.0% | $2,931-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $428-100.0% | $4,381-100.0% | $504-100.0% |