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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 | $63,433+17.5% | $63,803+16.8% | $64,097+16.3% |
| Participation rate | 87.4% | 65.0%+22.4pp | 72.7%+14.7pp | 55.2%+32.2pp |
| Annual return | 1.94% | 20.74%-18.8pp | 543.72%-541.8pp | 34.64%-32.7pp |
| Employer contribution / active EE | $9,320 | $2,332+299.7% | $2,532+268.1% | $1,891+392.8% |
| Participant deferral / active EE | $0 | $3,119-100.0% | $3,843-100.0% | $3,080-100.0% |
| Admin fee / account holder | $1 | $1,489-99.9% | $5,196-100.0% | $3,454-100.0% |