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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 | $248,291 | $54,162+358.4% | $68,612+261.9% | $64,173+286.9% |
| Participation rate | 98.9% | 68.1%+30.9pp | 72.2%+26.7pp | 69.6%+29.4pp |
| Annual return | -3.50% | -1.62%-1.9pp | -4.63%+1.1pp | 7.63%-11.1pp |
| Employer contribution / active EE | $5,370 | $1,846+190.9% | $2,625+104.6% | $2,381+125.5% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $4,029-100.0% | $5,131-100.0% | $4,887-100.0% |