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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 | $51,599 | $63,053-18.2% | $86,216-40.2% | - |
| Participation rate | 99.0% | 59.8%+39.2pp | 69.0%+30.0pp | - |
| Annual return | 10.70% | 12.64%-1.9pp | 1169.42%-1158.7pp | - |
| Employer contribution / active EE | $7,475 | $1,503+397.5% | $2,382+213.9% | - |
| Participant deferral / active EE | $0 | $3,288-100.0% | $3,986-100.0% | - |
| Admin fee / account holder | $0 | $4,609-100.0% | $6,853-100.0% | - |