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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 | $9,921 | $80,781-87.7% | $102,437-90.3% | $74,478-86.7% |
| Participation rate | 90.8% | 65.7%+25.2pp | 74.5%+16.3pp | 67.2%+23.6pp |
| Annual return | -81.58% | 27.58%-109.2pp | 24.95%-106.5pp | 1370.56%-1452.1pp |
| Employer contribution / active EE | $8,697 | $3,160+175.2% | $3,871+124.7% | $2,626+231.1% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,372-100.0% | $8,388-100.0% | $1,946-100.0% |