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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $22,299 | $65,376-65.9% | $87,104-74.4% | $65,185-65.8% |
| Participation rate | 99.5% | 75.3%+24.2pp | 76.9%+22.7pp | 70.2%+29.3pp |
| Annual return | 5.79% | 31.27%-25.5pp | 28.19%-22.4pp | 29.38%-23.6pp |
| Employer contribution / active EE | $1,464 | $1,822-19.7% | $2,521-41.9% | $2,177-32.7% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,048-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $520-99.9% | $7,491-100.0% | $847-100.0% |