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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $60,241 | $70,917-15.1% | $98,920-39.1% | $73,497-18.0% |
| Participation rate | 99.5% | 73.8%+25.7pp | 76.0%+23.4pp | 70.7%+28.8pp |
| Annual return | 5.00% | 34.18%-29.2pp | 196.47%-191.5pp | 28.51%-23.5pp |
| Employer contribution / active EE | $7,754 | $2,037+280.7% | $2,689+188.3% | $2,270+241.6% |
| Participant deferral / active EE | $0 | $3,501-100.0% | $4,245-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $535-100.0% | $6,643-100.0% | $513-100.0% |