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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 | $62,115 | $49,763+24.8% | $70,565-12.0% | $74,473-16.6% |
| Participation rate | 99.7% | 64.6%+35.1pp | 68.4%+31.4pp | 70.7%+29.0pp |
| Annual return | -25.92% | 21.21%-47.1pp | 32.79%-58.7pp | 34.36%-60.3pp |
| Employer contribution / active EE | $2,023 | $1,776+14.0% | $2,976-32.0% | $2,638-23.3% |
| Participant deferral / active EE | $0 | $3,379-100.0% | $4,568-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $316-100.0% | $6,430-100.0% | $347-100.0% |