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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,029 | $99,994+57.0% | $146,647+7.1% | $85,851+82.9% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 9.94% | 18.93%-9.0pp | 22.75%-12.8pp | 318.63%-308.7pp |
| Employer contribution / active EE | $19,277 | $2,559+653.3% | $4,137+366.0% | $2,565+651.4% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $7,703-100.0% | $10,281-100.0% | $6,261-100.0% |