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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.
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 | $29,183 | $86,341-66.2% | $125,192-76.7% | $65,185-55.2% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | 15.45% | 27.44%-12.0pp | 43.79%-28.3pp | 29.38%-13.9pp |
| Employer contribution / active EE | $2,218 | $2,040+8.7% | $3,866-42.6% | $2,177+1.9% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $58 | $609-90.4% | $9,704-99.4% | $847-93.1% |