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Participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,046 | $66,302-36.6% | $110,243-61.9% | $56,289-25.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 79.8%+20.2pp | 69.9%+30.1pp |
| Annual return | 34.37% | -1.18%+35.6pp | 314.76%-280.4pp | -9.96%+44.3pp |
| Employer contribution / active EE | $1,587 | $2,047-22.5% | $3,827-58.5% | $2,111-24.8% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $698-100.0% | $8,548-100.0% | $521-100.0% |