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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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,926 | $94,031+27.5% | $115,768+3.6% | $82,448+45.5% |
| Participation rate | 98.8% | 70.4%+28.4pp | 74.4%+24.4pp | 68.1%+30.7pp |
| Annual return | -26.14% | 20.61%-46.8pp | 100.46%-126.6pp | 41.64%-67.8pp |
| Employer contribution / active EE | $16,483 | $2,323+609.4% | $2,940+460.7% | $2,551+546.1% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $10,249-100.0% | $12,439-100.0% | $7,234-100.0% |