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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 | $97,569 | $71,872+35.8% | $86,691+12.5% | $68,495+42.4% |
| Participation rate | 93.3% | 72.2%+21.1pp | 76.6%+16.7pp | 67.9%+25.4pp |
| Annual return | -14.76% | 3.53%-18.3pp | 35.94%-50.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $2,356 | $2,173+8.4% | $2,837-17.0% | $2,596-9.3% |
| Participant deferral / active EE | $4,160 | $3,779+10.1% | $4,656-10.7% | $4,028+3.3% |
| Admin fee / account holder | $75 | $6,112-98.8% | $7,492-99.0% | $5,403-98.6% |