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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,899 | $136,307-59.0% | $177,848-68.6% | $73,497-23.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 2.92% | 18.68%-15.8pp | 48.33%-45.4pp | 28.51%-25.6pp |
| Employer contribution / active EE | $6,747 | $3,712+81.8% | $5,919+14.0% | $2,270+197.2% |
| Participant deferral / active EE | $1,638 | $5,829-71.9% | $7,714-78.8% | $3,740-56.2% |
| Admin fee / account holder | $4 | $596-99.4% | $12,431-100.0% | $513-99.3% |