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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 | $175,759 | $64,909+170.8% | $82,312+113.5% | $62,293+182.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 11.79% | 21.18%-9.4pp | 25.88%-14.1pp | 28.90%-17.1pp |
| Employer contribution / active EE | $6,910 | $1,676+312.3% | $2,428+184.5% | $2,042+238.3% |
| Participant deferral / active EE | $19 | $3,103-99.4% | $3,706-99.5% | $3,169-99.4% |
| Admin fee / account holder | $0 | $440-100.0% | $5,608-100.0% | $479-100.0% |