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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 | $1,222 | $59,006-97.9% | $97,260-98.7% | $74,459-98.4% |
| Participation rate | 91.5% | 63.7%+27.8pp | 72.7%+18.9pp | 67.2%+24.3pp |
| Annual return | -6.07% | 16.04%-22.1pp | 75.54%-81.6pp | 1369.70%-1375.8pp |
| Employer contribution / active EE | $516 | $1,894-72.7% | $2,721-81.0% | $2,626-80.3% |
| Participant deferral / active EE | $0 | $3,671-100.0% | $4,262-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,974-100.0% | $5,640-100.0% | $1,945-100.0% |