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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 | $224,427 | $63,924+251.1% | $108,582+106.7% | $55,167+306.8% |
| Participation rate | 99.3% | 74.3%+24.9pp | 79.6%+19.7pp | 69.0%+30.3pp |
| Annual return | 5.28% | 15.31%-10.0pp | -51.70%+57.0pp | 169.23%-163.9pp |
| Employer contribution / active EE | $17,537 | $1,879+833.3% | $3,758+366.6% | $1,963+793.6% |
| Participant deferral / active EE | $0 | $3,067-100.0% | $4,311-100.0% | $3,054-100.0% |
| Admin fee / account holder | $11 | $618-98.2% | $7,645-99.9% | $504-97.8% |