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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 | $37,204 | $81,494-54.3% | $133,978-72.2% | $73,497-49.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 12.12% | 19.40%-7.3pp | 45.10%-33.0pp | 28.51%-16.4pp |
| Employer contribution / active EE | $985 | $2,210-55.4% | $3,919-74.9% | $2,270-56.6% |
| Participant deferral / active EE | $4,126 | $3,787+8.9% | $5,047-18.2% | $3,740+10.3% |
| Admin fee / account holder | $186 | $713-74.0% | $8,930-97.9% | $513-63.8% |