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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 | $43,023 | $86,940-50.5% | $102,434-58.0% | $80,935-46.8% |
| Participation rate | 98.4% | 72.4%+26.0pp | 76.5%+21.9pp | 67.7%+30.7pp |
| Annual return | 4.41% | 18.89%-14.5pp | 29.46%-25.0pp | 35.66%-31.2pp |
| Employer contribution / active EE | $4,840 | $2,370+104.3% | $3,023+60.1% | $2,757+75.6% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $42 | $8,047-99.5% | $9,462-99.6% | $6,924-99.4% |