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Employer 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 | $37,639 | $91,474-58.9% | $135,982-72.3% | $71,529-47.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 4.80% | 29.89%-25.1pp | 68.32%-63.5pp | 28.97%-24.2pp |
| Employer contribution / active EE | $569 | $3,705-84.6% | $4,859-88.3% | $2,590-78.0% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $1 | $1,267-99.9% | $10,767-100.0% | $1,588-99.9% |