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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 | $38,808 | $52,884-26.6% | $84,753-54.2% | $55,167-29.7% |
| Participation rate | 98.9% | 67.5%+31.4pp | 76.6%+22.3pp | 69.0%+29.9pp |
| Annual return | 3.43% | 18.03%-14.6pp | 22.78%-19.4pp | 169.23%-165.8pp |
| Employer contribution / active EE | $3,533 | $2,233+58.2% | $3,574-1.2% | $1,963+80.0% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $581-100.0% | $5,333-100.0% | $504-100.0% |