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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 | $77,788-69.9% | $119,126-80.4% | $64,728-63.8% |
| Participation rate | 99.4% | 69.4%+30.0pp | 75.8%+23.7pp | 57.9%+41.5pp |
| Annual return | 6.28% | 13.19%-6.9pp | 282.11%-275.8pp | 49.38%-43.1pp |
| Employer contribution / active EE | $2,778 | $4,031-31.1% | $4,034-31.1% | $2,243+23.9% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $5,318-100.0% | $2,729-100.0% |
| Admin fee / account holder | $0 | $1,365-100.0% | $10,693-100.0% | $1,145-100.0% |