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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 | $39,747 | $52,967-25.0% | $172,753-77.0% | $65,186-39.0% |
| Participation rate | 96.6% | 66.2%+30.4pp | 82.6%+14.0pp | 70.2%+26.4pp |
| Annual return | -2.20% | 30.12%-32.3pp | 803.00%-805.2pp | 29.39%-31.6pp |
| Employer contribution / active EE | $5,294 | $2,190+141.7% | $5,144+2.9% | $2,177+143.2% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $3 | $472-99.4% | $13,956-100.0% | $847-99.6% |