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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 | $9,430 | $45,825-79.4% | $90,657-89.6% | $56,289-83.2% |
| Participation rate | 97.6% | 66.7%+30.9pp | 74.0%+23.6pp | 69.9%+27.7pp |
| Annual return | 115.57% | 38.64%+76.9pp | 1.89%+113.7pp | -9.96%+125.5pp |
| Employer contribution / active EE | $1,815 | $1,372+32.2% | $2,532-28.3% | $2,111-14.1% |
| Participant deferral / active EE | $0 | $2,562-100.0% | $3,424-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $413-100.0% | $4,994-100.0% | $521-100.0% |