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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 | $5,261 | $89,652-94.1% | $141,197-96.3% | $65,186-91.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | -16.36% | 32.79%-49.2pp | 71.41%-87.8pp | 29.39%-45.7pp |
| Employer contribution / active EE | $1,911 | $3,065-37.7% | $4,736-59.7% | $2,177-12.2% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $15 | $569-97.4% | $10,265-99.9% | $847-98.2% |