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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 exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $339,568 | $50,761+569.0% | $94,105+260.8% | $71,012+378.2% |
| Participation rate | 100.0% | 52.1%+47.9pp | 71.9%+28.1pp | 58.6%+41.4pp |
| Annual return | 10.18% | 18.04%-7.9pp | 204.55%-194.4pp | 37.67%-27.5pp |
| Employer contribution / active EE | $3,095 | $1,457+112.4% | $2,504+23.6% | $2,348+31.8% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $3,881-100.0% | $3,246-100.0% |
| Admin fee / account holder | $0 | $653-100.0% | $6,199-100.0% | $1,167-100.0% |