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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.
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 | $840 | $122,042-99.3% | $184,243-99.5% | $74,429-98.9% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 0.00% | 19.91%-19.9pp | 28.82%-28.8pp | 1368.38%-1368.4pp |
| Employer contribution / active EE | $840 | $4,538-81.5% | $6,427-86.9% | $2,625-68.0% |
| Participant deferral / active EE | $0 | $7,143-100.0% | $9,132-100.0% | $4,348-100.0% |
| Admin fee / account holder | $3 | $1,252-99.8% | $13,914-100.0% | $1,944-99.9% |