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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 | $27,263 | $102,661-73.4% | $151,645-82.0% | $66,949-59.3% |
| Participation rate | 98.3% | 85.5%+12.8pp | 87.5%+10.9pp | 69.8%+28.5pp |
| Annual return | -9.20% | -10.81%+1.6pp | 3.34%-12.5pp | 1.57%-10.8pp |
| Employer contribution / active EE | $4,983 | $4,184+19.1% | $6,165-19.2% | $2,545+95.8% |
| Participant deferral / active EE | $0 | $6,645-100.0% | $8,363-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $630-100.0% | $11,614-100.0% | $594-100.0% |