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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 | $36,992 | $86,341-57.2% | $125,192-70.5% | $65,185-43.3% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | 17.65% | 27.44%-9.8pp | 43.79%-26.1pp | 29.38%-11.7pp |
| Employer contribution / active EE | $874 | $2,040-57.2% | $3,866-77.4% | $2,177-59.9% |
| Participant deferral / active EE | $4,045 | $3,538+14.3% | $4,937-18.1% | $3,514+15.1% |
| Admin fee / account holder | $187 | $609-69.3% | $9,704-98.1% | $847-77.9% |