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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 | $114,902 | $59,456+93.3% | $93,669+22.7% | $74,429+54.4% |
| Participation rate | 97.8% | 59.6%+38.1pp | 68.7%+29.1pp | 67.2%+30.6pp |
| Annual return | 9.48% | 82.00%-72.5pp | 133.59%-124.1pp | 1368.38%-1358.9pp |
| Employer contribution / active EE | $10,497 | $1,266+729.2% | $2,424+333.1% | $2,625+299.9% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,416-100.0% | $4,348-100.0% |
| Admin fee / account holder | $13 | $3,026-99.6% | $8,291-99.8% | $1,944-99.3% |