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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 | $10,219 | $63,471-83.9% | $68,808-85.1% | $66,938-84.7% |
| Participation rate | 98.4% | 60.0%+38.4pp | 69.0%+29.3pp | 69.8%+28.5pp |
| Annual return | -7.89% | -8.29%+0.4pp | -6.37%-1.5pp | 1.58%-9.5pp |
| Employer contribution / active EE | $993 | $1,776-44.1% | $2,656-62.6% | $2,545-61.0% |
| Participant deferral / active EE | $0 | $2,946-100.0% | $3,942-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $578-100.0% | $4,936-100.0% | $594-100.0% |