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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,928 | $125,797-13.4% | $170,043-35.9% | $75,173+44.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | -2.60% | 27.20%-29.8pp | 53.40%-56.0pp | 160.72%-163.3pp |
| Employer contribution / active EE | $4,206 | $4,616-8.9% | $6,790-38.1% | $2,671+57.5% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,410-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $8,177-100.0% | $12,824-100.0% | $5,651-100.0% |