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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 | $12,170 | $75,388-83.9% | $123,553-90.1% | $55,725-78.2% |
| Participation rate | 99.7% | 75.7%+24.0pp | 82.3%+17.4pp | 70.9%+28.8pp |
| Annual return | 26.79% | 4.48%+22.3pp | 119.21%-92.4pp | 244.93%-218.1pp |
| Employer contribution / active EE | $297 | $3,063-90.3% | $4,628-93.6% | $2,078-85.7% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $120-99.9% | $9,284-100.0% | $115-99.9% |