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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 | $534 | $34,492-98.5% | $80,004-99.3% | $55,191-99.0% |
| Participation rate | 81.5% | 62.9%+18.7pp | 73.0%+8.5pp | 69.2%+12.4pp |
| Annual return | 0.00% | 3.50%-3.5pp | 7.63%-7.6pp | 10.78%-10.8pp |
| Employer contribution / active EE | $436 | $1,043-58.2% | $2,473-82.4% | $1,899-77.1% |
| Participant deferral / active EE | $0 | $2,104-100.0% | $3,204-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $69-100.0% | $5,033-100.0% | $91-100.0% |