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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 | $41 | $87,037-100.0% | $106,201-100.0% | $80,874-99.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | -9147.17% | 17.05%-9164.2pp | 116.26%-9263.4pp | 35.62%-9182.8pp |
| Employer contribution / active EE | $3,522 | $2,396+47.0% | $3,170+11.1% | $2,756+27.8% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,012-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $8,434-100.0% | $11,039-100.0% | $6,935-100.0% |