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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 | $67,119 | $46,534+44.2% | $64,097+4.7% | $75,177-10.7% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 5.30% | 26.07%-20.8pp | 33.75%-28.4pp | 160.75%-155.5pp |
| Employer contribution / active EE | $10,000 | $1,976+406.1% | $2,750+263.6% | $2,671+274.4% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1 | $2,957-100.0% | $3,070-100.0% | $5,651-100.0% |