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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 | $11,005 | $86,938-87.3% | $102,423-89.3% | $80,925-86.4% |
| Participation rate | 98.8% | 72.4%+26.5pp | 76.5%+22.3pp | 67.7%+31.2pp |
| Annual return | 4.26% | 18.89%-14.6pp | 29.42%-25.2pp | 35.65%-31.4pp |
| Employer contribution / active EE | $2,326 | $2,369-1.8% | $3,023-23.1% | $2,756-15.6% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $8,053-100.0% | $9,455-100.0% | $6,940-100.0% |