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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 | $4,304 | $47,766-91.0% | $82,744-94.8% | $64,819-93.4% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.6%+27.4pp | 71.5%+28.5pp |
| Annual return | 2.15% | -13.06%+15.2pp | 702.22%-700.1pp | 32.84%-30.7pp |
| Employer contribution / active EE | $2,944 | $2,182+35.0% | $3,008-2.1% | $2,507+17.4% |
| Participant deferral / active EE | $0 | $3,332-100.0% | $4,395-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $143-100.0% | $5,325-100.0% | $188-100.0% |