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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 | $8,211 | $79,181-89.6% | $102,423-92.0% | $74,429-89.0% |
| Participation rate | 99.4% | 74.8%+24.7pp | 76.5%+22.9pp | 67.2%+32.2pp |
| Annual return | 4.69% | 54.97%-50.3pp | 29.42%-24.7pp | 1368.38%-1363.7pp |
| Employer contribution / active EE | $1,934 | $2,362-18.1% | $3,023-36.0% | $2,625-26.3% |
| Participant deferral / active EE | $0 | $4,416-100.0% | $5,054-100.0% | $4,348-100.0% |
| Admin fee / account holder | $6 | $2,002-99.7% | $9,455-99.9% | $1,944-99.7% |