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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 | $5,728 | $52,678-89.1% | $75,784-92.4% | $59,633-90.4% |
| Participation rate | 88.0% | 67.2%+20.8pp | 75.8%+12.2pp | 68.7%+19.3pp |
| Annual return | -22.04% | 2.95%-25.0pp | 9.68%-31.7pp | 2041.45%-2063.5pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $48 | $3,610-98.7% | $5,300-99.1% | $4,297-98.9% |