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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 | $51,194+424.3% | $70,525+280.6% | $75,173+257.0% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.4%+31.6pp | 67.2%+32.8pp |
| Annual return | 22.48% | 30.03%-7.5pp | 32.76%-10.3pp | 160.65%-138.2pp |
| Employer contribution / active EE | $24,479 | $1,826+1240.2% | $2,974+723.2% | $2,670+816.7% |
| Participant deferral / active EE | $0 | $2,850-100.0% | $4,567-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $4,092-100.0% | $6,413-100.0% | $5,651-100.0% |