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Participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,628 | $59,220+102.0% | $96,570+23.9% | $79,391+50.7% |
| Participation rate | 99.4% | 61.9%+37.5pp | 69.8%+29.6pp | 70.7%+28.7pp |
| Annual return | 12.99% | 27.08%-14.1pp | 37.79%-24.8pp | 116.88%-103.9pp |
| Employer contribution / active EE | $11,111 | $1,216+813.5% | $2,357+371.4% | $2,428+357.7% |
| Participant deferral / active EE | $0 | $2,948-100.0% | $3,849-100.0% | $4,046-100.0% |
| Admin fee / account holder | $13 | $659-98.0% | $6,182-99.8% | $627-97.9% |