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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 | $34,406 | $42,546-19.1% | $71,796-52.1% | $55,167-37.6% |
| Participation rate | 100.0% | 59.1%+40.9pp | 69.1%+30.9pp | 69.0%+31.0pp |
| Annual return | -1.46% | 12.36%-13.8pp | 78.04%-79.5pp | 169.23%-170.7pp |
| Employer contribution / active EE | $4,825 | $803+500.6% | $1,924+150.7% | $1,963+145.9% |
| Participant deferral / active EE | $0 | $2,064-100.0% | $2,794-100.0% | $3,054-100.0% |
| Admin fee / account holder | $32 | $650-95.1% | $4,815-99.3% | $504-93.6% |