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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 | $96,731+20.8% | $123,973-5.8% | $86,983+34.3% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 8.69% | 17.33%-8.6pp | 388.13%-379.4pp | 25.83%-17.1pp |
| Employer contribution / active EE | $5,293 | $3,297+60.5% | $4,126+28.3% | $2,584+104.8% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $0 | $8,722-100.0% | $11,799-100.0% | $7,856-100.0% |