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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 | $43,349 | $58,895-26.4% | $178,503-75.7% | $73,497-41.0% |
| Participation rate | 98.4% | 66.2%+32.2pp | 81.9%+16.5pp | 70.7%+27.7pp |
| Annual return | 8.68% | 24.86%-16.2pp | 151.12%-142.4pp | 28.51%-19.8pp |
| Employer contribution / active EE | $5,847 | $2,236+161.5% | $5,011+16.7% | $2,270+157.6% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4 | $400-99.0% | $13,987-100.0% | $513-99.2% |