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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 | $0 | $80,177-100.0% | $123,894-100.0% | $57,658-100.0% |
| Participation rate | 0.0% | 74.4%-74.4pp | 81.4%-81.4pp | 70.2%-70.2pp |
| Annual return | 18.29% | 17.90%+0.4pp | 47.52%-29.2pp | 5.13%+13.2pp |
| Employer contribution / active EE | $2,841 | $2,913-2.5% | $4,617-38.5% | $1,974+43.9% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $106-100.0% | $8,357-100.0% | $95-100.0% |