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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 | $32,538 | $86,655-62.5% | $119,622-72.8% | $66,938-51.4% |
| Participation rate | 98.5% | 75.6%+23.0pp | 79.3%+19.3pp | 69.8%+28.7pp |
| Annual return | -18.97% | -8.00%-11.0pp | -14.98%-4.0pp | 1.58%-20.5pp |
| Employer contribution / active EE | $1,103 | $2,536-56.5% | $4,232-73.9% | $2,545-56.7% |
| Participant deferral / active EE | $0 | $4,358-100.0% | $5,601-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $755-100.0% | $10,328-100.0% | $594-100.0% |