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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,808 | $76,669-12.9% | $96,496-30.8% | $71,476-6.5% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 24.51% | 48.29%-23.8pp | 35.70%-11.2pp | 28.85%-4.3pp |
| Employer contribution / active EE | $647 | $3,031-78.7% | $3,738-82.7% | $2,589-75.0% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,879-100.0% | $4,290-100.0% |
| Admin fee / account holder | $1 | $2,028-100.0% | $6,731-100.0% | $1,587-99.9% |