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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 | $12,358 | $71,878-82.8% | $86,698-85.7% | $68,486-82.0% |
| Participation rate | 98.9% | 72.2%+26.6pp | 76.6%+22.3pp | 67.9%+31.0pp |
| Annual return | -27.13% | 3.53%-30.7pp | 35.95%-63.1pp | -7.85%-19.3pp |
| Employer contribution / active EE | $1,005 | $2,173-53.8% | $2,837-64.6% | $2,597-61.3% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $6,113-100.0% | $7,493-100.0% | $5,404-100.0% |