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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 | $23,404 | $86,882-73.1% | $150,734-84.5% | $69,255-66.2% |
| Participation rate | 99.4% | 84.3%+15.2pp | 78.4%+21.0pp | 69.0%+30.4pp |
| Annual return | 6.28% | 10.69%-4.4pp | 600.81%-594.5pp | 26.73%-20.5pp |
| Employer contribution / active EE | $2,778 | $5,194-46.5% | $4,918-43.5% | $2,645+5.0% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $5,610-100.0% | $2,890-100.0% |
| Admin fee / account holder | $0 | $630-100.0% | $14,905-100.0% | $733-100.0% |