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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 | $93,345+25.1% | $119,126-1.9% | $87,485+33.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 8.69% | 19.08%-10.4pp | 282.11%-273.4pp | 26.06%-17.4pp |
| Employer contribution / active EE | $5,293 | $3,172+66.9% | $4,034+31.2% | $2,596+103.9% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $0 | $8,039-100.0% | $10,693-100.0% | $7,775-100.0% |