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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 | $2,750 | $90,745-97.0% | $130,231-97.9% | $75,173-96.3% |
| Participation rate | 100.0% | 71.1%+28.9pp | 76.3%+23.7pp | 67.2%+32.8pp |
| Annual return | -70.73% | 34.45%-105.2pp | 38.86%-109.6pp | 160.72%-231.4pp |
| Employer contribution / active EE | $1,746 | $3,314-47.3% | $4,126-57.7% | $2,671-34.6% |
| Participant deferral / active EE | $0 | $5,362-100.0% | $6,799-100.0% | $4,126-100.0% |
| Admin fee / account holder | $198 | $6,331-96.9% | $6,020-96.7% | $5,651-96.5% |