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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,677 | $58,391+91.3% | $76,667+45.7% | $72,976+53.0% |
| Participation rate | 100.0% | 67.4%+32.6pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | -46.72% | 2306.65%-2353.4pp | 1166.74%-1213.5pp | 81.02%-127.7pp |
| Employer contribution / active EE | $3,596 | $1,787+101.3% | $2,303+56.2% | $2,440+47.4% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,336-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $4,014-100.0% | $6,423-100.0% | $5,124-100.0% |