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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.
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 | $3,186 | $54,573-94.2% | $90,965-96.5% | $73,493-95.7% |
| Participation rate | 99.1% | 61.2%+38.0pp | 69.0%+30.1pp | 70.7%+28.5pp |
| Annual return | 1.02% | 16.69%-15.7pp | 134.57%-133.5pp | 28.51%-27.5pp |
| Employer contribution / active EE | $431 | $991-56.5% | $2,122-79.7% | $2,270-81.0% |
| Participant deferral / active EE | $0 | $2,517-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $84 | $521-83.9% | $5,960-98.6% | $513-83.7% |