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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 | $54,950 | $89,367-38.5% | $141,191-61.1% | $72,975-24.7% |
| Participation rate | 98.5% | 75.1%+23.4pp | 82.5%+16.1pp | 69.5%+29.0pp |
| Annual return | 2.02% | 111.87%-109.8pp | 71.41%-69.4pp | 81.01%-79.0pp |
| Employer contribution / active EE | $7,353 | $3,115+136.1% | $4,736+55.3% | $2,440+201.3% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $5,957-100.0% | $10,264-100.0% | $5,124-100.0% |