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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 | $112,584 | $104,336+7.9% | $159,474-29.4% | $86,821+29.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.8%+17.2pp | 72.3%+27.7pp |
| Annual return | -21.65% | 26.32%-48.0pp | 263.68%-285.3pp | 97.94%-119.6pp |
| Employer contribution / active EE | $19,962 | $3,451+478.4% | $4,831+313.2% | $2,406+729.7% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,353-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,802-100.0% | $170-100.0% |