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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,944 | $88,203-44.5% | $165,100-70.4% | $74,478-34.3% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 10.42% | 17.13%-6.7pp | 70.21%-59.8pp | 1370.56%-1360.1pp |
| Employer contribution / active EE | $3,252 | $2,601+25.1% | $4,348-25.2% | $2,626+23.8% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $103 | $2,235-95.4% | $12,696-99.2% | $1,946-94.7% |