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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 | $9,981 | $78,428-87.3% | $95,960-89.6% | $79,852-87.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | -85.98% | 19.37%-105.4pp | 91.63%-177.6pp | 31.72%-117.7pp |
| Employer contribution / active EE | $15,190 | $1,945+680.8% | $2,541+497.7% | $2,471+514.7% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $5,622-100.0% | $6,797-100.0% | $5,306-100.0% |