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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 | $32,429 | $58,320-44.4% | $86,451-62.5% | $66,949-51.6% |
| Participation rate | 93.7% | 78.6%+15.1pp | 80.3%+13.4pp | 69.8%+23.9pp |
| Annual return | -30.95% | -9.71%-21.2pp | 4398.51%-4429.5pp | 1.57%-32.5pp |
| Employer contribution / active EE | $3,183 | $2,615+21.7% | $3,770-15.6% | $2,545+25.1% |
| Participant deferral / active EE | $0 | $6,899-100.0% | $6,953-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $546-100.0% | $6,734-100.0% | $594-100.0% |