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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,419 | $81,557-97.0% | $123,973-98.0% | $65,191-96.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.7%+23.3pp | 63.0%+37.0pp |
| Annual return | 6.97% | 11.45%-4.5pp | 388.13%-381.2pp | 51.24%-44.3pp |
| Employer contribution / active EE | $1,741 | $4,637-62.5% | $4,126-57.8% | $2,400-27.5% |
| Participant deferral / active EE | $0 | $2,628-100.0% | $5,247-100.0% | $2,671-100.0% |
| Admin fee / account holder | $0 | $1,040-100.0% | $11,799-100.0% | $907-100.0% |