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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $439,632 | $65,447+571.7% | $86,690+407.1% | $66,923+556.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | 5.77% | -10.89%+16.7pp | 35.93%-30.2pp | 1.58%+4.2pp |
| Employer contribution / active EE | $11,181 | $2,154+419.2% | $2,837+294.1% | $2,545+339.4% |
| Participant deferral / active EE | $0 | $4,101-100.0% | $4,656-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,490-100.0% | $593-100.0% |