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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 | $8,944 | $76,696-88.3% | $96,515-90.7% | $71,511-87.5% |
| Participation rate | 89.4% | 66.6%+22.9pp | 74.3%+15.1pp | 67.9%+21.5pp |
| Annual return | -94.98% | 48.32%-143.3pp | 35.73%-130.7pp | 28.86%-123.8pp |
| Employer contribution / active EE | $7,704 | $3,032+154.1% | $3,740+106.0% | $2,589+197.6% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,030-100.0% | $6,735-100.0% | $1,588-100.0% |