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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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,767 | $82,130-89.3% | $453,569-98.1% | $79,391-89.0% |
| Participation rate | 100.0% | 73.4%+26.6pp | 78.0%+22.0pp | 70.7%+29.3pp |
| Annual return | -41.37% | 345.31%-386.7pp | 64.43%-105.8pp | 116.88%-158.3pp |
| Employer contribution / active EE | $1,696 | $2,659-36.2% | $4,072-58.3% | $2,428-30.1% |
| Participant deferral / active EE | $0 | $4,314-100.0% | $6,211-100.0% | $4,046-100.0% |
| Admin fee / account holder | $9 | $531-98.3% | $11,214-99.9% | $627-98.5% |