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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 | $78,976-37.3% | $100,383-50.7% | $74,546-33.6% |
| Participation rate | 93.1% | 79.5%+13.6pp | 81.5%+11.6pp | 67.2%+25.9pp |
| Annual return | -38.74% | 20.62%-59.4pp | 49.26%-88.0pp | 1366.03%-1404.8pp |
| Employer contribution / active EE | $15,126 | $3,019+401.1% | $3,944+283.6% | $2,624+476.4% |
| Participant deferral / active EE | $0 | $7,758-100.0% | $8,086-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $1,330-100.0% | $7,900-100.0% | $1,944-100.0% |