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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 | $16,541 | $130,294-87.3% | $170,043-90.3% | $71,511-76.9% |
| Participation rate | 100.0% | 86.2%+13.8pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | -11.09% | 20.36%-31.5pp | 53.40%-64.5pp | 28.86%-39.9pp |
| Employer contribution / active EE | $2,860 | $4,385-34.8% | $6,790-57.9% | $2,589+10.4% |
| Participant deferral / active EE | $0 | $6,928-100.0% | $10,410-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $966-100.0% | $12,824-100.0% | $1,588-100.0% |