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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 | $28,891 | $63,924-54.8% | $108,582-73.4% | $55,167-47.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 79.6%+20.4pp | 69.0%+31.0pp |
| Annual return | 0.38% | 15.31%-14.9pp | -51.70%+52.1pp | 169.23%-168.8pp |
| Employer contribution / active EE | $1,551 | $1,879-17.5% | $3,758-58.7% | $1,963-21.0% |
| Participant deferral / active EE | $0 | $3,067-100.0% | $4,311-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $618-100.0% | $7,645-100.0% | $504-100.0% |