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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.
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 | $9,549 | $75,388-87.3% | $123,553-92.3% | $55,725-82.9% |
| Participation rate | 91.8% | 75.7%+16.2pp | 82.3%+9.5pp | 70.9%+21.0pp |
| Annual return | -41.26% | 4.48%-45.7pp | 119.21%-160.5pp | 244.93%-286.2pp |
| Employer contribution / active EE | $2,085 | $3,063-31.9% | $4,628-54.9% | $2,078+0.4% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $9,284-100.0% | $115-100.0% |