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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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $384,059 | $79,184+385.0% | $102,438+274.9% | $74,546+415.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 2.51% | 54.95%-52.4pp | 29.37%-26.9pp | 1366.03%-1363.5pp |
| Employer contribution / active EE | $11,418 | $2,362+383.4% | $3,024+277.6% | $2,624+335.1% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $5,054-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,001-100.0% | $9,448-100.0% | $1,944-100.0% |