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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 | $13,595 | $185,342-92.7% | $111,306-87.8% | $86,821-84.3% |
| Participation rate | 99.0% | 81.0%+18.0pp | 77.3%+21.6pp | 72.3%+26.7pp |
| Annual return | 6.21% | 500.80%-494.6pp | 54.67%-48.5pp | 97.94%-91.7pp |
| Employer contribution / active EE | $2,062 | $2,246-8.2% | $2,732-24.5% | $2,406-14.3% |
| Participant deferral / active EE | $0 | $4,458-100.0% | $4,488-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $255-100.0% | $7,966-100.0% | $170-100.0% |