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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 | $79,437 | $101,672-21.9% | $147,117-46.0% | $74,478+6.7% |
| Participation rate | 98.5% | 75.5%+22.9pp | 82.2%+16.3pp | 67.2%+31.2pp |
| Annual return | 12.53% | 8757.83%-8745.3pp | 420.54%-408.0pp | 1370.56%-1358.0pp |
| Employer contribution / active EE | $4,615 | $3,813+21.0% | $4,932-6.4% | $2,626+75.7% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,753-100.0% | $12,993-100.0% | $1,946-100.0% |