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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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,710 | $80,177-92.9% | $123,894-95.4% | $57,658-90.1% |
| Participation rate | 99.8% | 74.4%+25.3pp | 81.4%+18.4pp | 70.2%+29.6pp |
| Annual return | 0.99% | 17.90%-16.9pp | 47.52%-46.5pp | 5.13%-4.1pp |
| Employer contribution / active EE | $2,531 | $2,913-13.1% | $4,617-45.2% | $1,974+28.2% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $3 | $106-97.5% | $8,357-100.0% | $95-97.1% |