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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 | $57,506 | $74,706-23.0% | $75,731-24.1% | $79,389-27.6% |
| Participation rate | 99.2% | 75.3%+23.8pp | 74.8%+24.3pp | 70.7%+28.4pp |
| Annual return | 5.14% | 18.52%-13.4pp | 104.65%-99.5pp | 116.89%-111.8pp |
| Employer contribution / active EE | $8,136 | $2,590+214.1% | $2,743+196.6% | $2,428+235.1% |
| Participant deferral / active EE | $0 | $3,533-100.0% | $3,820-100.0% | $4,046-100.0% |
| Admin fee / account holder | $1 | $374-99.8% | $3,620-100.0% | $626-99.9% |