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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 | $171,996 | $54,320+216.6% | $67,652+154.2% | $52,331+228.7% |
| Participation rate | 99.3% | 73.6%+25.7pp | 75.7%+23.6pp | 68.1%+31.2pp |
| Annual return | -3.93% | 6.81%-10.7pp | 6625.40%-6629.3pp | 4.54%-8.5pp |
| Employer contribution / active EE | $7,037 | $1,544+355.8% | $2,266+210.6% | $1,882+273.9% |
| Participant deferral / active EE | $218 | $2,950-92.6% | $3,560-93.9% | $3,022-92.8% |
| Admin fee / account holder | $0 | $527-100.0% | $4,821-100.0% | $592-100.0% |