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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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,079 | $122,042+103.3% | $184,260+34.6% | $74,459+233.2% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 11.14% | 19.91%-8.8pp | 28.84%-17.7pp | 1369.70%-1358.6pp |
| Employer contribution / active EE | $7,623 | $4,537+68.0% | $6,427+18.6% | $2,626+190.3% |
| Participant deferral / active EE | $5,225 | $7,143-26.9% | $9,133-42.8% | $4,350+20.1% |
| Admin fee / account holder | $46 | $1,252-96.3% | $13,898-99.7% | $1,945-97.6% |