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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 | $26,661 | $51,466-48.2% | $78,778-66.2% | $62,293-57.2% |
| Participation rate | 98.9% | 59.8%+39.1pp | 69.2%+29.7pp | 69.5%+29.4pp |
| Annual return | 0.04% | 19.96%-19.9pp | 35.62%-35.6pp | 28.90%-28.9pp |
| Employer contribution / active EE | $14,709 | $827+1678.0% | $1,986+640.8% | $2,042+620.2% |
| Participant deferral / active EE | $0 | $2,147-100.0% | $2,958-100.0% | $3,169-100.0% |
| Admin fee / account holder | $5 | $489-98.9% | $5,134-99.9% | $479-98.9% |