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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 | $62,086-26.9% | $90,259-49.7% | $64,340-29.5% |
| Participation rate | 99.5% | 53.9%+45.7pp | 70.7%+28.8pp | 55.2%+44.3pp |
| Annual return | 2.99% | 16.73%-13.7pp | 18.88%-15.9pp | 24.14%-21.2pp |
| Employer contribution / active EE | $4,202 | $1,883+123.2% | $2,291+83.4% | $1,862+125.7% |
| Participant deferral / active EE | $0 | $2,557-100.0% | $3,827-100.0% | $2,980-100.0% |
| Admin fee / account holder | $106 | $3,317-96.8% | $7,267-98.5% | $3,703-97.1% |