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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 | $15,175 | $45,438-66.6% | $80,004-81.0% | $59,633-74.6% |
| Participation rate | 100.0% | 63.7%+36.3pp | 73.0%+27.0pp | 68.7%+31.3pp |
| Annual return | -4.95% | 5.10%-10.1pp | 7.63%-12.6pp | 2041.45%-2046.4pp |
| Employer contribution / active EE | $515 | $1,236-58.3% | $2,473-79.2% | $2,203-76.6% |
| Participant deferral / active EE | $0 | $2,231-100.0% | $3,204-100.0% | $3,192-100.0% |
| Admin fee / account holder | $152 | $3,464-95.6% | $5,033-97.0% | $4,297-96.5% |