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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 | $29,553 | $95,404-69.0% | $113,397-73.9% | $82,637-64.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 3.46% | 19.08%-15.6pp | 23.20%-19.7pp | 53.51%-50.0pp |
| Employer contribution / active EE | $3,421 | $2,307+48.3% | $2,977+14.9% | $2,552+34.0% |
| Participant deferral / active EE | $0 | $4,220-100.0% | $5,076-100.0% | $4,126-100.0% |
| Admin fee / account holder | $172 | $9,168-98.1% | $11,957-98.6% | $7,339-97.7% |