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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 | $15,042 | $82,163-81.7% | $125,358-88.0% | $64,811-76.8% |
| Participation rate | 99.7% | 77.9%+21.8pp | 82.4%+17.3pp | 71.5%+28.3pp |
| Annual return | 19.75% | 3.49%+16.3pp | 572.03%-552.3pp | 32.83%-13.1pp |
| Employer contribution / active EE | $297 | $3,616-91.8% | $4,814-93.8% | $2,506-88.1% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,447-100.0% | $4,310-100.0% |
| Admin fee / account holder | $26 | $163-83.9% | $10,007-99.7% | $188-86.0% |