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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,522 | $93,010-96.2% | $96,538-96.4% | $74,473-95.3% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 3.47% | 37.50%-34.0pp | 35.74%-32.3pp | 34.36%-30.9pp |
| Employer contribution / active EE | $1,393 | $3,427-59.3% | $3,740-62.8% | $2,638-47.2% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $2 | $633-99.7% | $6,737-100.0% | $347-99.5% |