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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 | $37,841 | $55,453-31.8% | $170,435-77.8% | $62,293-39.3% |
| Participation rate | 96.2% | 66.4%+29.8pp | 83.6%+12.6pp | 69.5%+26.7pp |
| Annual return | 0.40% | 21.38%-21.0pp | 205.94%-205.5pp | 28.90%-28.5pp |
| Employer contribution / active EE | $5,048 | $2,164+133.3% | $5,432-7.1% | $2,042+147.2% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |