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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,693 | $122,063-74.9% | $184,256-83.3% | $74,478-58.8% |
| Participation rate | 98.6% | 85.5%+13.1pp | 86.8%+11.7pp | 67.2%+31.3pp |
| Annual return | 20.62% | 19.92%+0.7pp | 28.85%-8.2pp | 1370.56%-1349.9pp |
| Employer contribution / active EE | $4,061 | $4,539-10.5% | $6,427-36.8% | $2,626+54.6% |
| Participant deferral / active EE | $0 | $7,144-100.0% | $9,133-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,253-100.0% | $13,899-100.0% | $1,946-100.0% |