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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,434 | $101,672-31.7% | $147,117-52.8% | $74,478-6.8% |
| Participation rate | 99.1% | 75.5%+23.6pp | 82.2%+16.9pp | 67.2%+31.9pp |
| Annual return | 70.06% | 8757.83%-8687.8pp | 420.54%-350.5pp | 1370.56%-1300.5pp |
| Employer contribution / active EE | $1,826 | $3,813-52.1% | $4,932-63.0% | $2,626-30.5% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $8 | $1,753-99.6% | $12,993-99.9% | $1,946-99.6% |