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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 | $53,750 | $61,172-12.1% | $185,851-71.1% | $79,389-32.3% |
| Participation rate | 99.0% | 66.6%+32.4pp | 81.7%+17.3pp | 70.7%+28.3pp |
| Annual return | 1.73% | 19.45%-17.7pp | 122.11%-120.4pp | 116.89%-115.2pp |
| Employer contribution / active EE | $7,843 | $2,321+238.0% | $5,168+51.7% | $2,428+223.0% |
| Participant deferral / active EE | $0 | $2,788-100.0% | $5,569-100.0% | $4,046-100.0% |
| Admin fee / account holder | $16 | $710-97.7% | $16,245-99.9% | $626-97.4% |