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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 | $156,452 | $87,132+79.6% | $105,624+48.1% | $80,959+93.2% |
| Participation rate | 98.8% | 70.4%+28.3pp | 75.3%+23.5pp | 67.7%+31.1pp |
| Annual return | -18.80% | 17.03%-35.8pp | 116.20%-135.0pp | 35.67%-54.5pp |
| Employer contribution / active EE | $17,593 | $2,397+634.0% | $3,168+455.4% | $2,757+538.1% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $8,449-100.0% | $10,961-100.0% | $6,925-100.0% |