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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 | $82,402 | $125,797-34.5% | $170,043-51.5% | $75,173+9.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 4.53% | 27.20%-22.7pp | 53.40%-48.9pp | 160.72%-156.2pp |
| Employer contribution / active EE | $2,953 | $4,616-36.0% | $6,790-56.5% | $2,671+10.6% |
| Participant deferral / active EE | $272 | $6,838-96.0% | $10,410-97.4% | $4,126-93.4% |
| Admin fee / account holder | $0 | $8,177-100.0% | $12,824-100.0% | $5,651-100.0% |