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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,073 | $91,120-42.9% | $161,149-67.7% | $64,097-18.8% |
| Participation rate | 100.0% | 62.2%+37.8pp | 78.8%+21.2pp | 55.2%+44.8pp |
| Annual return | 10.68% | 17.95%-7.3pp | 21.16%-10.5pp | 34.64%-24.0pp |
| Employer contribution / active EE | $3,153 | $2,284+38.0% | $4,360-27.7% | $1,891+66.7% |
| Participant deferral / active EE | $0 | $3,708-100.0% | $6,153-100.0% | $3,080-100.0% |
| Admin fee / account holder | $109 | $4,535-97.6% | $15,194-99.3% | $3,454-96.9% |