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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 | $145,178 | $48,053+202.1% | $84,623+71.6% | $72,983+98.9% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | -2.76% | 37.39%-40.1pp | 258.77%-261.5pp | 81.01%-83.8pp |
| Employer contribution / active EE | $26,316 | $1,602+1542.8% | $2,652+892.1% | $2,440+978.6% |
| Participant deferral / active EE | $0 | $2,681-100.0% | $3,899-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $3,395-100.0% | $4,913-100.0% | $5,124-100.0% |