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Employer 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 | $37,018 | $104,497-64.6% | $159,487-76.8% | $79,389-53.4% |
| Participation rate | 99.1% | 76.6%+22.5pp | 82.8%+16.3pp | 70.7%+28.4pp |
| Annual return | 18.55% | 67.98%-49.4pp | 263.71%-245.2pp | 116.89%-98.3pp |
| Employer contribution / active EE | $714 | $3,418-79.1% | $4,831-85.2% | $2,428-70.6% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,354-100.0% | $4,046-100.0% |
| Admin fee / account holder | $28 | $711-96.1% | $10,804-99.7% | $626-95.6% |