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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $93,171 | $138,393-32.7% | $184,256-49.4% | $80,959+15.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 10.44% | 20.01%-9.6pp | 28.85%-18.4pp | 35.67%-25.2pp |
| Employer contribution / active EE | $3,180 | $4,847-34.4% | $6,427-50.5% | $2,757+15.3% |
| Participant deferral / active EE | $236 | $7,076-96.7% | $9,133-97.4% | $4,300-94.5% |
| Admin fee / account holder | $0 | $10,489-100.0% | $13,899-100.0% | $6,925-100.0% |