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Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,489 | $73,978+107.5% | $96,515+59.0% | $75,173+104.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 6.36% | 26.72%-20.4pp | 35.73%-29.4pp | 160.72%-154.4pp |
| Employer contribution / active EE | $17,583 | $2,931+500.0% | $3,740+370.2% | $2,671+558.3% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1 | $5,219-100.0% | $6,735-100.0% | $5,651-100.0% |