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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 | $5,979 | $88,324-93.2% | $115,038-94.8% | $55,191-89.2% |
| Participation rate | 100.0% | 72.5%+27.5pp | 81.4%+18.6pp | 69.2%+30.8pp |
| Annual return | -25.52% | 6.30%-31.8pp | 26.14%-51.7pp | 10.78%-36.3pp |
| Employer contribution / active EE | $463 | $2,805-83.5% | $4,608-90.0% | $1,899-75.6% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $105-99.9% | $8,175-100.0% | $91-99.9% |