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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 | $183,840 | $79,955+129.9% | $98,461+86.7% | $75,173+144.6% |
| Participation rate | 98.8% | 70.4%+28.4pp | 75.2%+23.6pp | 67.2%+31.6pp |
| Annual return | 6.79% | 19.75%-13.0pp | 21.17%-14.4pp | 160.72%-153.9pp |
| Employer contribution / active EE | $17,169 | $2,264+658.3% | $3,049+463.2% | $2,671+542.8% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,841-100.0% | $8,961-100.0% | $5,651-100.0% |