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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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,981 | $99,957-84.0% | $149,745-89.3% | $73,497-78.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 0.86% | 53.87%-53.0pp | 276.72%-275.9pp | 28.51%-27.7pp |
| Employer contribution / active EE | $2,530 | $3,191-20.7% | $4,646-45.5% | $2,270+11.5% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $7 | $551-98.8% | $9,312-99.9% | $513-98.7% |