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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 | $59,634 | $72,273-17.5% | $101,275-41.1% | $79,856-25.3% |
| Participation rate | 97.7% | 68.5%+29.2pp | 75.8%+21.9pp | 69.6%+28.0pp |
| Annual return | -0.19% | 22.30%-22.5pp | 46.48%-46.7pp | 31.71%-31.9pp |
| Employer contribution / active EE | $4,534 | $2,691+68.5% | $3,660+23.9% | $2,471+83.5% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $45 | $4,401-99.0% | $5,948-99.2% | $5,306-99.2% |