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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 | $96,108 | $54,717+75.6% | $86,216+11.5% | $71,511+34.4% |
| Participation rate | 99.3% | 60.1%+39.2pp | 69.0%+30.3pp | 67.9%+31.4pp |
| Annual return | 1.12% | 20.07%-18.9pp | 1169.42%-1168.3pp | 28.86%-27.7pp |
| Employer contribution / active EE | $15,406 | $1,267+1116.1% | $2,382+546.9% | $2,589+495.0% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $3,986-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,922-100.0% | $6,853-100.0% | $1,588-100.0% |