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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $260,763 | $89,739+190.6% | $149,721+74.2% | $62,293+318.6% |
| Participation rate | 92.5% | 85.1%+7.4pp | 87.1%+5.5pp | 69.5%+23.0pp |
| Annual return | 12.74% | 21.01%-8.3pp | 1501.67%-1488.9pp | 28.90%-16.2pp |
| Employer contribution / active EE | $669 | $3,233-79.3% | $5,444-87.7% | $2,042-67.2% |
| Participant deferral / active EE | $10,304 | $4,797+114.8% | $6,568+56.9% | $3,169+225.1% |
| Admin fee / account holder | $0 | $551-100.0% | $11,282-100.0% | $479-100.0% |