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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 | $17,277 | $116,462-85.2% | $157,143-89.0% | $116,462-85.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 84.9%+15.1pp | 74.7%+25.3pp |
| Annual return | 2.93% | 15.65%-12.7pp | -5.74%+8.7pp | 15.65%-12.7pp |
| Employer contribution / active EE | $2,198 | $3,231-32.0% | $4,066-45.9% | $3,231-32.0% |
| Participant deferral / active EE | $0 | $3,836-100.0% | $3,906-100.0% | $3,836-100.0% |
| Admin fee / account holder | $71 | $12,754-99.4% | $15,459-99.5% | $12,754-99.4% |