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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.
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 | $12,208 | $56,443-78.4% | $83,830-85.4% | $55,725-78.1% |
| Participation rate | 98.6% | 72.0%+26.5pp | 76.1%+22.4pp | 70.9%+27.7pp |
| Annual return | 7.28% | 393.67%-386.4pp | 850.97%-843.7pp | 244.93%-237.7pp |
| Employer contribution / active EE | $284 | $2,682-89.4% | $3,631-92.2% | $2,078-86.3% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $156-100.0% | $5,479-100.0% | $115-100.0% |