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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 | $56,052 | $65,376-14.3% | $87,104-35.6% | $65,185-14.0% |
| Participation rate | 96.9% | 75.3%+21.5pp | 76.9%+20.0pp | 70.2%+26.7pp |
| Annual return | 5.95% | 31.27%-25.3pp | 28.19%-22.2pp | 29.38%-23.4pp |
| Employer contribution / active EE | $9,380 | $1,822+414.7% | $2,521+272.0% | $2,177+330.9% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,048-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $520-100.0% | $7,491-100.0% | $847-100.0% |