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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 | $128,169 | $49,138+160.8% | $84,023+52.5% | $65,186+96.6% |
| Participation rate | 97.6% | 60.7%+36.9pp | 69.0%+28.6pp | 70.2%+27.4pp |
| Annual return | 21.67% | 23.00%-1.3pp | 71.32%-49.7pp | 29.39%-7.7pp |
| Employer contribution / active EE | $10,613 | $914+1061.5% | $1,984+435.0% | $2,177+387.6% |
| Participant deferral / active EE | $0 | $2,397-100.0% | $3,239-100.0% | $3,514-100.0% |
| Admin fee / account holder | $1 | $543-99.8% | $6,102-100.0% | $847-99.9% |