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Participant 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 | $180,990 | $55,790+224.4% | $76,657+136.1% | $67,579+167.8% |
| Participation rate | 99.8% | 71.1%+28.7pp | 72.1%+27.7pp | 71.3%+28.6pp |
| Annual return | 23.51% | 64.45%-40.9pp | 1166.74%-1143.2pp | 378.56%-355.0pp |
| Employer contribution / active EE | $13,918 | $1,810+668.9% | $2,303+504.5% | $2,148+548.0% |
| Participant deferral / active EE | $0 | $2,875-100.0% | $3,335-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $159-100.0% | $6,423-100.0% | $142-100.0% |