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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,548 | $43,504-36.7% | $68,612-59.8% | $56,287-51.1% |
| Participation rate | 99.5% | 67.8%+31.6pp | 72.2%+27.2pp | 69.9%+29.6pp |
| Annual return | 4.22% | -3.15%+7.4pp | -4.63%+8.9pp | -9.96%+14.2pp |
| Employer contribution / active EE | $324 | $1,525-78.7% | $2,625-87.6% | $2,111-84.6% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,311-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $515-100.0% | $5,131-100.0% | $521-100.0% |