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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 | $73,855 | $80,983-8.8% | $96,544-23.5% | $75,177-1.8% |
| Participation rate | 85.1% | 71.8%+13.3pp | 76.0%+9.1pp | 67.2%+17.9pp |
| Annual return | 10.37% | 27.05%-16.7pp | 25.88%-15.5pp | 160.75%-150.4pp |
| Employer contribution / active EE | $6,609 | $2,282+189.6% | $2,966+122.8% | $2,671+147.4% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3 | $6,717-100.0% | $8,254-100.0% | $5,651-99.9% |