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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 | $56,305 | $65,322-13.8% | $70,494-20.1% | $73,497-23.4% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | -0.41% | 15.71%-16.1pp | 109.16%-109.6pp | 28.51%-28.9pp |
| Employer contribution / active EE | $8,205 | $2,460+233.6% | $2,738+199.7% | $2,270+261.4% |
| Participant deferral / active EE | $0 | $3,375-100.0% | $3,711-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1 | $214-99.6% | $3,848-100.0% | $513-99.8% |