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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,406 | $59,467+67.2% | $93,727+6.1% | $74,478+33.5% |
| Participation rate | 100.0% | 59.6%+40.4pp | 68.7%+31.3pp | 67.2%+32.8pp |
| Annual return | 3.10% | 82.14%-79.0pp | 133.83%-130.7pp | 1370.56%-1367.5pp |
| Employer contribution / active EE | $13,784 | $1,267+988.2% | $2,421+469.3% | $2,626+424.9% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,417-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $3,028-100.0% | $8,292-100.0% | $1,946-100.0% |