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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 | $65,084+14.5% | $67,681+10.1% | $64,340+15.9% |
| Participation rate | 87.4% | 66.7%+20.6pp | 73.7%+13.6pp | 55.2%+32.1pp |
| Annual return | 1.94% | 20.50%-18.6pp | 590.58%-588.6pp | 24.14%-22.2pp |
| Employer contribution / active EE | $9,320 | $2,398+288.6% | $2,678+248.0% | $1,862+400.6% |
| Participant deferral / active EE | $0 | $3,210-100.0% | $3,976-100.0% | $2,980-100.0% |
| Admin fee / account holder | $1 | $1,415-99.9% | $6,100-100.0% | $3,703-100.0% |