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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 | $40,805 | $81,494-49.9% | $133,978-69.5% | $73,497-44.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 16.71% | 19.40%-2.7pp | 45.10%-28.4pp | 28.51%-11.8pp |
| Employer contribution / active EE | $7,380 | $2,210+234.0% | $3,919+88.3% | $2,270+225.1% |
| Participant deferral / active EE | $0 | $3,787-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $713-100.0% | $8,930-100.0% | $513-100.0% |