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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,989 | $46,072-50.1% | $69,779-67.1% | $55,167-58.3% |
| Participation rate | 99.4% | 67.5%+31.9pp | 71.8%+27.6pp | 69.0%+30.4pp |
| Annual return | -4.96% | 8.68%-13.6pp | 12.99%-17.9pp | 169.23%-174.2pp |
| Employer contribution / active EE | $1,472 | $1,500-1.8% | $2,338-37.0% | $1,963-25.0% |
| Participant deferral / active EE | $0 | $2,344-100.0% | $2,931-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $428-100.0% | $4,381-100.0% | $504-100.0% |