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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 | $101,653-21.9% | $147,080-46.0% | $74,459+6.7% |
| Participation rate | 98.5% | 75.6%+22.9pp | 82.2%+16.3pp | 67.2%+31.2pp |
| Annual return | 12.53% | 8754.98%-8742.4pp | 420.17%-407.6pp | 1369.70%-1357.2pp |
| Employer contribution / active EE | $4,615 | $3,813+21.0% | $4,933-6.4% | $2,626+75.8% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,066-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,752-100.0% | $12,989-100.0% | $1,945-100.0% |