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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 | $18,749 | $54,729-65.7% | $86,235-78.3% | $71,529-73.8% |
| Participation rate | 100.0% | 60.1%+39.9pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | 6.94% | 20.07%-13.1pp | 1170.03%-1163.1pp | 28.97%-22.0pp |
| Employer contribution / active EE | $852 | $1,267-32.7% | $2,381-64.2% | $2,590-67.1% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $3,987-100.0% | $4,291-100.0% |
| Admin fee / account holder | $6 | $1,921-99.7% | $6,856-99.9% | $1,588-99.6% |