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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.
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 | $11,517 | $52,884-78.2% | $84,753-86.4% | $55,167-79.1% |
| Participation rate | 99.5% | 67.5%+32.0pp | 76.6%+22.9pp | 69.0%+30.5pp |
| Annual return | 13.82% | 18.03%-4.2pp | 22.78%-9.0pp | 169.23%-155.4pp |
| Employer contribution / active EE | $1,632 | $2,233-26.9% | $3,574-54.4% | $1,963-16.9% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $581-100.0% | $5,333-100.0% | $504-100.0% |