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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 | $50,701 | $91,424-44.5% | $135,942-62.7% | $71,495-29.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 4.88% | 29.90%-25.0pp | 68.28%-63.4pp | 28.85%-24.0pp |
| Employer contribution / active EE | $7,727 | $3,704+108.6% | $4,858+59.1% | $2,589+198.4% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,759-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,266-100.0% | $10,764-100.0% | $1,588-100.0% |