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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 | $37 | $55,516-99.9% | $75,784-100.0% | $59,188-99.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.4%+30.6pp |
| Annual return | -2433.64% | -1.89%-2431.8pp | 9.68%-2443.3pp | 5.51%-2439.2pp |
| Employer contribution / active EE | $1,262 | $2,604-51.5% | $3,323-62.0% | $2,098-39.8% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,652-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $110-100.0% | $5,300-100.0% | $92-100.0% |