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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 | $6,687 | $52,293-87.2% | $178,503-96.3% | $73,412-90.9% |
| Participation rate | 98.6% | 65.3%+33.2pp | 81.9%+16.6pp | 72.2%+26.4pp |
| Annual return | -0.09% | 34.75%-34.8pp | 151.12%-151.2pp | 59.30%-59.4pp |
| Employer contribution / active EE | $4,819 | $1,736+177.6% | $5,011-3.8% | $2,234+115.7% |
| Participant deferral / active EE | $0 | $2,333-100.0% | $5,202-100.0% | $3,806-100.0% |
| Admin fee / account holder | $3 | $127-97.8% | $13,987-100.0% | $158-98.2% |