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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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $589 | $29,369-98.0% | $77,552-99.2% | $73,412-99.2% |
| Participation rate | 85.3% | 37.9%+47.3pp | 54.2%+31.1pp | 72.2%+13.1pp |
| Annual return | -95.10% | 358.15%-453.2pp | 54.82%-149.9pp | 59.30%-154.4pp |
| Employer contribution / active EE | $282 | $406-30.6% | $987-71.5% | $2,234-87.4% |
| Participant deferral / active EE | $0 | $941-100.0% | $1,861-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $2,859-100.0% | $158-100.0% |