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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 | $0 | $233,564-100.0% | $128,366-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | - |
| Annual return | -1.86% | 28.83%-30.7pp | 9.39%-11.3pp | - |
| Employer contribution / active EE | $0 | $15,177-100.0% | $33,466-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $657-100.0% | - |
| Admin fee / account holder | $0 | $24,504-100.0% | $2,132-100.0% | - |