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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 | $24,863 | $66,302-62.5% | $110,243-77.4% | $56,289-55.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 79.8%+20.2pp | 69.9%+30.1pp |
| Annual return | -5.32% | -1.18%-4.1pp | 314.76%-320.1pp | -9.96%+4.6pp |
| Employer contribution / active EE | $2,189 | $2,047+6.9% | $3,827-42.8% | $2,111+3.7% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $57 | $698-91.8% | $8,548-99.3% | $521-89.0% |