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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 | $114,900 | $59,456+93.3% | $93,669+22.7% | $74,429+54.4% |
| Participation rate | 100.0% | 59.6%+40.4pp | 68.7%+31.3pp | 67.2%+32.8pp |
| Annual return | 6.07% | 82.00%-75.9pp | 133.59%-127.5pp | 1368.38%-1362.3pp |
| Employer contribution / active EE | $3,242 | $1,266+156.1% | $2,424+33.8% | $2,625+23.5% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,416-100.0% | $4,348-100.0% |
| Admin fee / account holder | $17 | $3,026-99.4% | $8,291-99.8% | $1,944-99.1% |