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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 | $12,665 | $59,456-78.7% | $93,681-86.5% | $74,400-83.0% |
| Participation rate | 100.0% | 59.6%+40.4pp | 68.7%+31.3pp | 67.2%+32.8pp |
| Annual return | -4.98% | 82.00%-87.0pp | 133.47%-138.5pp | 1367.51%-1372.5pp |
| Employer contribution / active EE | $2,155 | $1,266+70.2% | $2,422-11.0% | $2,624-17.9% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,415-100.0% | $4,348-100.0% |
| Admin fee / account holder | $19 | $3,026-99.4% | $8,290-99.8% | $1,944-99.0% |