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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 | $3,856 | $50,860-92.4% | $155,574-97.5% | $77,714-95.0% |
| Participation rate | 99.5% | 63.1%+36.4pp | 78.2%+21.3pp | 70.6%+28.9pp |
| Annual return | 16.90% | 34.86%-18.0pp | 64.87%-48.0pp | 31.26%-14.4pp |
| Employer contribution / active EE | $1,500 | $1,991-24.7% | $4,676-67.9% | $2,727-45.0% |
| Participant deferral / active EE | $0 | $2,825-100.0% | $5,629-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $436-100.0% | $15,914-100.0% | $433-100.0% |