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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 | $1,512 | $91,517-98.3% | $101,275-98.5% | $73,412-97.9% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 3.44% | 17.17%-13.7pp | 46.48%-43.0pp | 59.30%-55.9pp |
| Employer contribution / active EE | $1,165 | $2,877-59.5% | $3,660-68.2% | $2,234-47.8% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $3 | $216-98.6% | $5,948-99.9% | $158-98.1% |