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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 | $74,547 | $67,594+10.3% | $77,361-3.6% | $69,733+6.9% |
| Participation rate | 87.4% | 71.7%+15.7pp | 75.0%+12.4pp | 62.5%+24.9pp |
| Annual return | 1.94% | 19.20%-17.3pp | 1011.54%-1009.6pp | 15.22%-13.3pp |
| Employer contribution / active EE | $9,320 | $2,649+251.9% | $2,990+211.7% | $2,250+314.2% |
| Participant deferral / active EE | $0 | $3,401-100.0% | $3,911-100.0% | $3,054-100.0% |
| Admin fee / account holder | $1 | $1,159-99.9% | $5,894-100.0% | $3,102-100.0% |