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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 | $65,003 | $46,072+41.1% | $69,779-6.8% | $55,167+17.8% |
| Participation rate | 100.0% | 67.5%+32.5pp | 71.8%+28.2pp | 69.0%+31.0pp |
| Annual return | 0.40% | 8.68%-8.3pp | 12.99%-12.6pp | 169.23%-168.8pp |
| Employer contribution / active EE | $11,224 | $1,500+648.2% | $2,338+380.0% | $1,963+471.9% |
| Participant deferral / active EE | $0 | $2,344-100.0% | $2,931-100.0% | $3,054-100.0% |
| Admin fee / account holder | $4 | $428-99.0% | $4,381-99.9% | $504-99.1% |