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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,338 | $101,591+39.1% | $147,096-3.9% | $74,429+89.9% |
| Participation rate | 99.3% | 75.5%+23.7pp | 82.2%+17.1pp | 67.2%+32.0pp |
| Annual return | 5.63% | 8746.45%-8740.8pp | 419.75%-414.1pp | 1368.38%-1362.8pp |
| Employer contribution / active EE | $12,222 | $3,813+220.6% | $4,936+147.6% | $2,625+365.6% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,750-100.0% | $13,005-100.0% | $1,944-100.0% |