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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 | $12,728 | $57,921-78.0% | $84,753-85.0% | $57,658-77.9% |
| Participation rate | 81.8% | 72.9%+8.9pp | 76.6%+5.3pp | 70.2%+11.6pp |
| Annual return | 10.14% | 10.24%-0.1pp | 22.78%-12.6pp | 5.13%+5.0pp |
| Employer contribution / active EE | $769 | $2,598-70.4% | $3,574-78.5% | $1,974-61.0% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $130-100.0% | $5,333-100.0% | $95-100.0% |