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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 | $24,023 | $73,638-67.4% | $95,964-75.0% | $73,497-67.3% |
| Participation rate | 99.5% | 76.2%+23.3pp | 77.1%+22.4pp | 70.7%+28.8pp |
| Annual return | 3.11% | 16.78%-13.7pp | 91.64%-88.5pp | 28.51%-25.4pp |
| Employer contribution / active EE | $926 | $1,863-50.3% | $2,541-63.6% | $2,270-59.2% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $482-100.0% | $6,797-100.0% | $513-100.0% |