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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 exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $308,440 | $108,825+183.4% | $156,181+97.5% | $82,448+274.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 12.11% | 20.59%-8.5pp | 64.87%-52.8pp | 41.64%-29.5pp |
| Employer contribution / active EE | $24,227 | $2,870+744.2% | $4,294+464.2% | $2,551+849.7% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $9,341-100.0% | $14,586-100.0% | $7,234-100.0% |