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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 | $59,467-78.7% | $93,727-86.5% | $74,478-83.0% |
| Participation rate | 100.0% | 59.6%+40.4pp | 68.7%+31.3pp | 67.2%+32.8pp |
| Annual return | -4.98% | 82.14%-87.1pp | 133.83%-138.8pp | 1370.56%-1375.5pp |
| Employer contribution / active EE | $2,155 | $1,267+70.1% | $2,421-11.0% | $2,626-17.9% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,417-100.0% | $4,350-100.0% |
| Admin fee / account holder | $19 | $3,028-99.4% | $8,292-99.8% | $1,946-99.0% |