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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 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 | $9,967 | $70,002-85.8% | $115,038-91.3% | $52,331-81.0% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | -6.42% | 4.04%-10.5pp | 26.14%-32.6pp | 4.54%-11.0pp |
| Employer contribution / active EE | $134 | $2,715-95.1% | $4,608-97.1% | $1,882-92.9% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $5 | $566-99.0% | $8,175-99.9% | $592-99.1% |