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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 | $12,572 | $76,112-83.5% | $96,544-87.0% | $71,529-82.4% |
| Participation rate | 94.6% | 74.4%+20.2pp | 76.0%+18.6pp | 67.9%+26.7pp |
| Annual return | 4.39% | 22.80%-18.4pp | 25.88%-21.5pp | 28.97%-24.6pp |
| Employer contribution / active EE | $1,538 | $2,248-31.6% | $2,966-48.1% | $2,590-40.6% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $1 | $2,708-100.0% | $8,254-100.0% | $1,588-100.0% |