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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 | $14,597 | $31,388-53.5% | $73,550-80.2% | $62,293-76.6% |
| Participation rate | 87.3% | 39.9%+47.4pp | 54.9%+32.3pp | 69.5%+17.7pp |
| Annual return | 12.64% | 25.34%-12.7pp | -15.16%+27.8pp | 28.90%-16.3pp |
| Employer contribution / active EE | $490 | $498-1.6% | $1,219-59.8% | $2,042-76.0% |
| Participant deferral / active EE | $0 | $1,028-100.0% | $1,804-100.0% | $3,169-100.0% |
| Admin fee / account holder | $37 | $299-87.6% | $2,320-98.4% | $479-92.3% |