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Employer 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 | $52,313 | $77,677-32.7% | $109,188-52.1% | $79,389-34.1% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | -1.20% | 23.44%-24.6pp | 25.76%-27.0pp | 116.89%-118.1pp |
| Employer contribution / active EE | $420 | $2,798-85.0% | $3,723-88.7% | $2,428-82.7% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $1 | $732-99.8% | $6,755-100.0% | $626-99.8% |