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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 | $333,295 | $106,110+214.1% | $147,005+126.7% | $77,671+329.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 11.54% | 56.77%-45.2pp | 418.76%-407.2pp | 31.21%-19.7pp |
| Employer contribution / active EE | $32,368 | $4,065+696.3% | $4,934+556.0% | $2,726+1087.2% |
| Participant deferral / active EE | $0 | $7,992-100.0% | $8,070-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,006-100.0% | $430-100.0% |