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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 | $26,173 | $86,940-69.9% | $102,434-74.4% | $80,935-67.7% |
| Participation rate | 96.2% | 72.4%+23.8pp | 76.5%+19.7pp | 67.7%+28.6pp |
| Annual return | 3.49% | 18.89%-15.4pp | 29.46%-26.0pp | 35.66%-32.2pp |
| Employer contribution / active EE | $2,453 | $2,370+3.5% | $3,023-18.9% | $2,757-11.0% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $233 | $8,047-97.1% | $9,462-97.5% | $6,924-96.6% |