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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 | $2,374 | $47,163-95.0% | $149,696-98.4% | $74,460-96.8% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | -79.19% | 22.75%-101.9pp | 134.46%-213.6pp | 34.38%-113.6pp |
| Employer contribution / active EE | $1,530 | $1,907-19.8% | $4,821-68.3% | $2,638-42.0% |
| Participant deferral / active EE | $0 | $2,730-100.0% | $5,682-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $343-99.9% | $13,212-100.0% | $348-99.9% |