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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 | $33,756 | $86,655-61.0% | $119,622-71.8% | $66,938-49.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | -10.83% | -8.00%-2.8pp | -14.98%+4.2pp | 1.58%-12.4pp |
| Employer contribution / active EE | $1,194 | $2,536-52.9% | $4,232-71.8% | $2,545-53.1% |
| Participant deferral / active EE | $5,302 | $4,358+21.7% | $5,601-5.3% | $4,238+25.1% |
| Admin fee / account holder | $198 | $755-73.7% | $10,328-98.1% | $594-66.6% |