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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 | $48,614 | $100,272-51.5% | $170,057-71.4% | $74,473-34.7% |
| Participation rate | 99.0% | 87.4%+11.6pp | 87.0%+11.9pp | 70.7%+28.2pp |
| Annual return | -10.65% | 66.12%-76.8pp | 53.42%-64.1pp | 34.36%-45.0pp |
| Employer contribution / active EE | $4,070 | $4,266-4.6% | $6,790-40.1% | $2,638+54.3% |
| Participant deferral / active EE | $0 | $7,147-100.0% | $10,411-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $235-100.0% | $12,826-100.0% | $347-100.0% |