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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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,958 | $87,125-96.6% | $108,405-97.3% | $86,821-96.6% |
| Participation rate | 94.4% | 80.5%+13.8pp | 80.1%+14.2pp | 72.3%+22.1pp |
| Annual return | -160.45% | 25.21%-185.7pp | 905.55%-1066.0pp | 97.94%-258.4pp |
| Employer contribution / active EE | $7,835 | $2,477+216.3% | $3,559+120.1% | $2,406+225.6% |
| Participant deferral / active EE | $0 | $6,944-100.0% | $6,563-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $130-100.0% | $7,297-100.0% | $170-100.0% |