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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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,220 | $84,493-89.1% | $125,381-92.6% | $66,938-86.2% |
| Participation rate | 84.3% | 76.4%+7.9pp | 82.4%+1.9pp | 69.8%+14.5pp |
| Annual return | -14.15% | -8.49%-5.7pp | 572.31%-586.5pp | 1.58%-15.7pp |
| Employer contribution / active EE | $1,035 | $3,554-70.9% | $4,815-78.5% | $2,545-59.3% |
| Participant deferral / active EE | $3,918 | $6,783-42.2% | $7,448-47.4% | $4,238-7.6% |
| Admin fee / account holder | $50 | $685-92.7% | $10,007-99.5% | $594-91.6% |