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Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,757-100.0% | $1,867,444-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.3%-11.3pp | 11.3%-11.3pp |
| Annual return | 2.58% | 19.05%-16.5pp | 9.84%-7.3pp | 10.41%-7.8pp |
| Employer contribution / active EE | $11,737 | $19,967-41.2% | $50,102-76.6% | $14,691-20.1% |
| Participant deferral / active EE | $0 | $0 | $612-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $18,647-100.0% | $2,646-100.0% |