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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 | $12,795 | $51,466-75.1% | $78,778-83.8% | $62,293-79.5% |
| Participation rate | 88.1% | 59.8%+28.3pp | 69.2%+18.9pp | 69.5%+18.6pp |
| Annual return | 10.49% | 19.96%-9.5pp | 35.62%-25.1pp | 28.90%-18.4pp |
| Employer contribution / active EE | $2,119 | $827+156.1% | $1,986+6.7% | $2,042+3.7% |
| Participant deferral / active EE | $0 | $2,147-100.0% | $2,958-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $489-100.0% | $5,134-100.0% | $479-100.0% |