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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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,119 | $63,114-88.7% | $92,915-92.3% | $65,186-89.1% |
| Participation rate | 99.5% | 68.8%+30.7pp | 76.0%+23.5pp | 70.2%+29.3pp |
| Annual return | 6.92% | 28.75%-21.8pp | 109.45%-102.5pp | 29.39%-22.5pp |
| Employer contribution / active EE | $879 | $2,571-65.8% | $3,653-75.9% | $2,177-59.6% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $624-100.0% | $5,796-100.0% | $847-100.0% |