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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,896 | $61,616-40.1% | $105,754-65.1% | $55,167-33.1% |
| Participation rate | 97.8% | 72.9%+24.8pp | 78.9%+18.9pp | 69.0%+28.8pp |
| Annual return | -22.54% | 11.15%-33.7pp | 12.25%-34.8pp | 169.23%-191.8pp |
| Employer contribution / active EE | $5,795 | $3,043+90.5% | $4,079+42.1% | $1,963+195.3% |
| Participant deferral / active EE | $0 | $4,213-100.0% | $5,326-100.0% | $3,054-100.0% |
| Admin fee / account holder | $18 | $379-95.2% | $8,309-99.8% | $504-96.4% |