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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 | $168,359 | $100,061+68.3% | $120,344+39.9% | $64,728+160.1% |
| Participation rate | 97.2% | 79.8%+17.3pp | 76.7%+20.4pp | 57.9%+39.3pp |
| Annual return | 6.61% | 16.53%-9.9pp | 20.30%-13.7pp | 49.38%-42.8pp |
| Employer contribution / active EE | $6,259 | $3,112+101.1% | $3,020+107.2% | $2,243+179.1% |
| Participant deferral / active EE | $0 | $4,955-100.0% | $5,135-100.0% | $2,729-100.0% |
| Admin fee / account holder | $0 | $428-100.0% | $12,742-100.0% | $1,145-100.0% |