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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 | $23,473 | $71,192-67.0% | $117,861-80.1% | $62,293-62.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 10.10% | 18.66%-8.6pp | 335.11%-325.0pp | 28.90%-18.8pp |
| Employer contribution / active EE | $1,765 | $1,934-8.7% | $3,786-53.4% | $2,042-13.6% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $25 | $587-95.8% | $8,021-99.7% | $479-94.8% |