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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 | $81,415 | $104,479-22.1% | $159,474-48.9% | $79,391+2.6% |
| Participation rate | 97.3% | 76.6%+20.7pp | 82.8%+14.5pp | 70.7%+26.6pp |
| Annual return | 9.76% | 67.98%-58.2pp | 263.68%-253.9pp | 116.88%-107.1pp |
| Employer contribution / active EE | $23,913 | $3,417+599.8% | $4,831+395.0% | $2,428+885.0% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,353-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $711-100.0% | $10,802-100.0% | $627-100.0% |