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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 | $7,413 | $163,960-95.5% | $115,756-93.6% | - |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.1%+22.9pp | - |
| Annual return | -15.28% | -11.87%-3.4pp | 143.14%-158.4pp | - |
| Employer contribution / active EE | $1,671 | $2,306-27.5% | $3,793-55.9% | - |
| Participant deferral / active EE | $0 | $3,979-100.0% | $6,254-100.0% | - |
| Admin fee / account holder | $6 | $34,394-100.0% | $8,124-99.9% | - |