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Employer 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 | $0 | $63,114-100.0% | $92,915-100.0% | $65,186-100.0% |
| Participation rate | 0.0% | 68.8%-68.8pp | 76.0%-76.0pp | 70.2%-70.2pp |
| Annual return | 0.00% | 28.75%-28.8pp | 109.45%-109.4pp | 29.39%-29.4pp |
| Employer contribution / active EE | $437 | $2,571-83.0% | $3,653-88.0% | $2,177-79.9% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $624-100.0% | $5,796-100.0% | $847-100.0% |