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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 | $20,859 | $65,367-68.1% | $92,915-77.6% | $72,976-71.4% |
| Participation rate | 81.0% | 68.3%+12.6pp | 76.0%+4.9pp | 69.5%+11.5pp |
| Annual return | -14.49% | 42.11%-56.6pp | 109.45%-123.9pp | 81.02%-95.5pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,796-100.0% | $5,124-100.0% |