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Employer 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 | $33,742 | $91,439-63.1% | $135,974-75.2% | $71,511-52.8% |
| Participation rate | 81.8% | 75.7%+6.1pp | 81.9%-0.2pp | 67.9%+13.8pp |
| Annual return | 13.62% | 29.90%-16.3pp | 68.30%-54.7pp | 28.86%-15.2pp |
| Employer contribution / active EE | $358 | $3,705-90.3% | $4,859-92.6% | $2,589-86.2% |
| Participant deferral / active EE | $0 | $7,093-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,267-100.0% | $10,767-100.0% | $1,588-100.0% |