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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 | $26,290 | $80,781-67.5% | $102,437-74.3% | $74,478-64.7% |
| Participation rate | 99.3% | 65.7%+33.7pp | 74.5%+24.8pp | 67.2%+32.1pp |
| Annual return | -13.79% | 27.58%-41.4pp | 24.95%-38.7pp | 1370.56%-1384.3pp |
| Employer contribution / active EE | $3,973 | $3,160+25.7% | $3,871+2.6% | $2,626+51.3% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,372-100.0% | $8,388-100.0% | $1,946-100.0% |