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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 | $45,381 | $63,904-29.0% | $89,340-49.2% | $67,986-33.2% |
| Participation rate | 99.5% | 54.3%+45.2pp | 69.6%+30.0pp | 57.2%+42.3pp |
| Annual return | 2.99% | 18.09%-15.1pp | 20.57%-17.6pp | 31.67%-28.7pp |
| Employer contribution / active EE | $4,202 | $1,627+158.2% | $2,231+88.3% | $2,019+108.2% |
| Participant deferral / active EE | $0 | $2,691-100.0% | $3,823-100.0% | $3,358-100.0% |
| Admin fee / account holder | $106 | $3,315-96.8% | $6,704-98.4% | $3,203-96.7% |