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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 | $172,598 | $66,319+160.3% | $93,621+84.4% | $65,186+164.8% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | 6.74% | 42.59%-35.9pp | 32.76%-26.0pp | 29.39%-22.6pp |
| Employer contribution / active EE | $2,500 | $2,013+24.2% | $2,719-8.0% | $2,177+14.8% |
| Participant deferral / active EE | $0 | $3,343-100.0% | $4,070-100.0% | $3,514-100.0% |
| Admin fee / account holder | $1 | $6,900-100.0% | $7,890-100.0% | $847-99.9% |