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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 | $73,770 | $69,774+5.7% | $67,575+9.2% | $74,459-0.9% |
| Participation rate | 98.0% | 71.4%+26.6pp | 72.9%+25.1pp | 67.2%+30.8pp |
| Annual return | 3.29% | -40.53%+43.8pp | 3528.98%-3525.7pp | 1369.70%-1366.4pp |
| Employer contribution / active EE | $9,600 | $2,710+254.2% | $2,736+250.9% | $2,626+265.6% |
| Participant deferral / active EE | $0 | $3,636-100.0% | $4,003-100.0% | $4,350-100.0% |
| Admin fee / account holder | $1 | $890-99.9% | $3,993-100.0% | $1,945-100.0% |