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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.
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 | $1,332 | $56,134-97.6% | $96,161-98.6% | $85,856-98.4% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 0.00% | 42.30%-42.3pp | 192.01%-192.0pp | 318.58%-318.6pp |
| Employer contribution / active EE | $1,040 | $1,620-35.8% | $2,798-62.8% | $2,565-59.5% |
| Participant deferral / active EE | $0 | $2,858-100.0% | $4,349-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $3,769-100.0% | $5,538-100.0% | $6,261-100.0% |