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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 | $26,728 | $81,474-67.2% | $133,971-80.0% | $73,493-63.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | -7.22% | 19.40%-26.6pp | 45.09%-52.3pp | 28.51%-35.7pp |
| Employer contribution / active EE | $2,221 | $2,209+0.5% | $3,919-43.3% | $2,270-2.2% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $53 | $713-92.5% | $8,929-99.4% | $513-89.6% |