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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 | $116,807 | $105,284+10.9% | $150,734-22.5% | $94,015+24.2% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | 8.69% | 15.67%-7.0pp | 600.81%-592.1pp | 17.84%-9.2pp |
| Employer contribution / active EE | $5,293 | $3,599+47.1% | $4,918+7.6% | $2,790+89.7% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $0 | $9,839-100.0% | $14,905-100.0% | $8,951-100.0% |