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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 | $144,479 | $43,075+235.4% | $74,577+93.7% | $62,881+129.8% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 7.82% | 17.50%-9.7pp | 20.47%-12.6pp | 20.14%-12.3pp |
| Employer contribution / active EE | $17,460 | $1,498+1065.9% | $2,525+591.4% | $2,281+665.5% |
| Participant deferral / active EE | $0 | $2,389-100.0% | $3,458-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $2,840-100.0% | $4,138-100.0% | $4,296-100.0% |