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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 | $14,346 | $88,122-83.7% | $141,197-89.8% | $67,582-78.8% |
| Participation rate | 92.1% | 76.5%+15.7pp | 82.5%+9.7pp | 71.3%+20.8pp |
| Annual return | 15.37% | 75.40%-60.0pp | 71.41%-56.0pp | 378.57%-363.2pp |
| Employer contribution / active EE | $1,489 | $3,224-53.8% | $4,736-68.6% | $2,148-30.7% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,710-100.0% | $3,539-100.0% |
| Admin fee / account holder | $3 | $131-98.0% | $10,265-100.0% | $142-98.2% |