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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 | $61,235 | $86,341-29.1% | $125,195-51.1% | $65,186-6.1% |
| Participation rate | 89.3% | 75.3%+14.0pp | 79.8%+9.5pp | 70.2%+19.1pp |
| Annual return | -47.41% | 27.44%-74.8pp | 43.79%-91.2pp | 29.39%-76.8pp |
| Employer contribution / active EE | $13,267 | $2,040+550.5% | $3,866+243.2% | $2,177+509.5% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $609-100.0% | $9,704-100.0% | $847-100.0% |