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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 | $33,997 | $86,692-60.8% | $119,634-71.6% | $66,949-49.2% |
| Participation rate | 97.1% | 75.6%+21.5pp | 79.3%+17.8pp | 69.8%+27.2pp |
| Annual return | -1.15% | -8.00%+6.8pp | -14.98%+13.8pp | 1.57%-2.7pp |
| Employer contribution / active EE | $3,431 | $2,536+35.3% | $4,232-18.9% | $2,545+34.8% |
| Participant deferral / active EE | $0 | $4,360-100.0% | $5,601-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $755-100.0% | $10,329-100.0% | $594-100.0% |