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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,325 | $101,798-86.9% | $165,071-91.9% | $80,935-83.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 5.22% | 16.73%-11.5pp | 70.17%-64.9pp | 35.66%-30.4pp |
| Employer contribution / active EE | $1,266 | $2,954-57.2% | $4,347-70.9% | $2,757-54.1% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,299-100.0% |
| Admin fee / account holder | $116 | $8,221-98.6% | $12,695-99.1% | $6,924-98.3% |