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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,187 | $76,112+219.5% | $96,534+151.9% | $71,511+240.1% |
| Participation rate | 96.1% | 74.4%+21.7pp | 76.0%+20.1pp | 67.9%+28.2pp |
| Annual return | 4.68% | 22.81%-18.1pp | 25.88%-21.2pp | 28.86%-24.2pp |
| Employer contribution / active EE | $7,359 | $2,248+227.4% | $2,965+148.2% | $2,589+184.2% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,708-100.0% | $8,253-100.0% | $1,588-100.0% |