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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 | $5,496 | $46,332-88.1% | $143,799-96.2% | $64,819-91.5% |
| Participation rate | 99.5% | 64.2%+35.2pp | 80.3%+19.2pp | 71.5%+28.0pp |
| Annual return | -64.52% | -10.05%-54.5pp | -0.04%-64.5pp | 32.84%-97.4pp |
| Employer contribution / active EE | $1,601 | $1,911-16.2% | $4,952-67.7% | $2,507-36.1% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $5,638-100.0% | $4,311-100.0% |
| Admin fee / account holder | $4 | $154-97.3% | $14,677-100.0% | $188-97.7% |