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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 | $2,419 | $92,224-97.4% | $105,223-97.7% | $79,634-97.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 6.97% | 88.65%-81.7pp | 180.65%-173.7pp | 36.46%-29.5pp |
| Employer contribution / active EE | $1,741 | $3,965-56.1% | $3,689-52.8% | $2,529-31.2% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $0 | $1,121-100.0% | $8,859-100.0% | $1,002-100.0% |