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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 | $31,261 | $101,653-69.2% | $147,080-78.7% | $74,459-58.0% |
| Participation rate | 99.1% | 75.6%+23.5pp | 82.2%+16.9pp | 67.2%+31.9pp |
| Annual return | 28.45% | 8754.98%-8726.5pp | 420.17%-391.7pp | 1369.70%-1341.3pp |
| Employer contribution / active EE | $3,254 | $3,813-14.7% | $4,933-34.0% | $2,626+23.9% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,066-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,752-100.0% | $12,989-100.0% | $1,945-100.0% |