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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 | $5,965 | $110,083-94.6% | $151,639-96.1% | $68,486-91.3% |
| Participation rate | 88.5% | 84.0%+4.6pp | 87.5%+1.0pp | 67.9%+20.6pp |
| Annual return | 24.96% | -10.12%+35.1pp | 3.34%+21.6pp | -7.85%+32.8pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,521 | $6,526-46.1% | $8,363-57.9% | $4,028-12.6% |
| Admin fee / account holder | $13 | $7,718-99.8% | $11,613-99.9% | $5,404-99.8% |