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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 | $117,587 | $138,366-15.0% | $184,185-36.2% | $80,911+45.3% |
| Participation rate | 99.0% | 83.9%+15.1pp | 86.8%+12.2pp | 67.6%+31.3pp |
| Annual return | 7.28% | 20.02%-12.7pp | 28.81%-21.5pp | 35.63%-28.3pp |
| Employer contribution / active EE | $4,356 | $4,849-10.2% | $6,426-32.2% | $2,756+58.1% |
| Participant deferral / active EE | $0 | $7,074-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $10,484-100.0% | $13,909-100.0% | $6,935-100.0% |