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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 | $41,163 | $88,324-53.4% | $115,038-64.2% | $55,191-25.4% |
| Participation rate | 92.6% | 72.5%+20.0pp | 81.4%+11.2pp | 69.2%+23.4pp |
| Annual return | -6.90% | 6.30%-13.2pp | 26.14%-33.0pp | 10.78%-17.7pp |
| Employer contribution / active EE | $2,660 | $2,805-5.2% | $4,608-42.3% | $1,899+40.1% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $105-100.0% | $8,175-100.0% | $91-100.0% |