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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 | $36,467 | $93,182-60.9% | $146,685-75.1% | $79,393-54.1% |
| Participation rate | 99.2% | 76.4%+22.7pp | 80.1%+19.1pp | 70.7%+28.4pp |
| Annual return | 9.22% | 21.61%-12.4pp | 22.75%-13.5pp | 116.87%-107.6pp |
| Employer contribution / active EE | $1,013 | $2,420-58.2% | $4,137-75.5% | $2,428-58.3% |
| Participant deferral / active EE | $4,577 | $4,169+9.8% | $5,507-16.9% | $4,046+13.1% |
| Admin fee / account holder | $0 | $585-100.0% | $10,281-100.0% | $627-100.0% |