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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $268,394 | $51,207+424.1% | $70,565+280.3% | $75,177+257.0% |
| Participation rate | 100.0% | 61.0%+39.0pp | 68.4%+31.6pp | 67.2%+32.8pp |
| Annual return | 22.48% | 30.05%-7.6pp | 32.79%-10.3pp | 160.75%-138.3pp |
| Employer contribution / active EE | $24,479 | $1,826+1240.2% | $2,976+722.6% | $2,671+816.5% |
| Participant deferral / active EE | $0 | $2,850-100.0% | $4,568-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $4,097-100.0% | $6,430-100.0% | $5,651-100.0% |