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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 | $81,046 | $71,215+13.8% | $93,696-13.5% | $80,935+0.1% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 4.40% | 11.27%-6.9pp | 133.74%-129.3pp | 35.66%-31.3pp |
| Employer contribution / active EE | $6,897 | $1,565+340.6% | $2,422+184.8% | $2,757+150.2% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,299-100.0% |
| Admin fee / account holder | $17 | $6,958-99.8% | $8,287-99.8% | $6,924-99.8% |