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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 | $19,417 | $69,515-72.1% | $86,868-77.6% | $85,856-77.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 0.00% | 20.12%-20.1pp | 63.53%-63.5pp | 318.58%-318.6pp |
| Employer contribution / active EE | $5,000 | $1,880+165.9% | $2,496+100.3% | $2,565+94.9% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,699-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $5,972-100.0% | $5,829-100.0% | $6,261-100.0% |