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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 | $4,163 | $82,979-95.0% | $102,383-95.9% | $77,714-94.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 4.99% | 19.11%-14.1pp | 24.94%-19.9pp | 31.26%-26.3pp |
| Employer contribution / active EE | $1,595 | $3,554-55.1% | $3,870-58.8% | $2,727-41.5% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,649-100.0% |
| Admin fee / account holder | $5 | $639-99.2% | $8,391-99.9% | $433-98.8% |