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Employer 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 | $207,806 | $70,667+194.1% | $123,105+68.8% | $52,331+297.1% |
| Participation rate | 73.5% | 83.7%-10.2pp | 86.8%-13.2pp | 68.1%+5.4pp |
| Annual return | -2.05% | 6.23%-8.3pp | 13.22%-15.3pp | 4.54%-6.6pp |
| Employer contribution / active EE | $478 | $2,946-83.8% | $5,151-90.7% | $1,882-74.6% |
| Participant deferral / active EE | $8,889 | $4,493+97.9% | $6,229+42.7% | $3,022+194.1% |
| Admin fee / account holder | $0 | $506-100.0% | $9,014-100.0% | $592-100.0% |