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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 | $128,634 | $58,828+118.7% | $78,002+64.9% | $62,881+104.6% |
| Participation rate | 93.7% | 71.1%+22.6pp | 75.5%+18.2pp | 69.3%+24.4pp |
| Annual return | -12.54% | 17.16%-29.7pp | 425.99%-438.5pp | 20.14%-32.7pp |
| Employer contribution / active EE | $11,984 | $1,672+616.9% | $2,470+385.2% | $2,281+425.4% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1 | $4,393-100.0% | $5,481-100.0% | $4,296-100.0% |