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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 | $16,661 | $76,551-78.2% | $123,894-86.6% | $62,881-73.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | -16.53% | 18.68%-35.2pp | 47.52%-64.0pp | 20.14%-36.7pp |
| Employer contribution / active EE | $2,789 | $2,882-3.2% | $4,617-39.6% | $2,281+22.3% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |