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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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,493 | $58,099-88.8% | $76,872-91.6% | $75,173-91.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | -46.32% | 26.71%-73.0pp | 37.90%-84.2pp | 160.72%-207.0pp |
| Employer contribution / active EE | $442 | $1,996-77.9% | $2,533-82.6% | $2,671-83.5% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,832-100.0% | $4,126-100.0% |
| Admin fee / account holder | $12 | $4,778-99.7% | $5,476-99.8% | $5,651-99.8% |