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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 | $101,591-21.8% | $147,096-46.0% | $74,429+6.7% |
| Participation rate | 98.5% | 75.5%+22.9pp | 82.2%+16.3pp | 67.2%+31.2pp |
| Annual return | 12.53% | 8746.45%-8733.9pp | 419.75%-407.2pp | 1368.38%-1355.9pp |
| Employer contribution / active EE | $4,615 | $3,813+21.1% | $4,936-6.5% | $2,625+75.8% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,750-100.0% | $13,005-100.0% | $1,944-100.0% |