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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 | $49,516 | $79,169-37.5% | $100,415-50.7% | $74,478-33.5% |
| Participation rate | 93.1% | 79.4%+13.7pp | 81.5%+11.6pp | 67.2%+25.9pp |
| Annual return | -38.74% | 20.51%-59.3pp | 49.47%-88.2pp | 1370.56%-1409.3pp |
| Employer contribution / active EE | $15,126 | $3,017+401.4% | $3,943+283.6% | $2,626+476.0% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $8,091-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,337-100.0% | $7,906-100.0% | $1,946-100.0% |