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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 | $76,668 | $62,672+22.3% | $185,117-58.6% | $70,126+9.3% |
| Participation rate | 98.9% | 63.8%+35.1pp | 77.3%+21.6pp | 69.5%+29.3pp |
| Annual return | 14.81% | 40.79%-26.0pp | 40.50%-25.7pp | 73.15%-58.3pp |
| Employer contribution / active EE | $4,292 | $1,753+144.8% | $4,182+2.6% | $2,343+83.2% |
| Participant deferral / active EE | $0 | $3,272-100.0% | $5,045-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $3,932-100.0% | $8,159-100.0% | $4,645-100.0% |