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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 | $61,681 | $78,682-21.6% | $109,188-43.5% | $85,851-28.2% |
| Participation rate | 98.9% | 68.3%+30.7pp | 75.9%+23.1pp | 69.3%+29.6pp |
| Annual return | 5.22% | 25.09%-19.9pp | 25.76%-20.5pp | 318.63%-313.4pp |
| Employer contribution / active EE | $5,157 | $2,734+88.6% | $3,723+38.5% | $2,565+101.0% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $53 | $5,470-99.0% | $6,755-99.2% | $6,261-99.2% |