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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 | $26,052 | $31,388-17.0% | $73,550-64.6% | $62,293-58.2% |
| Participation rate | 95.0% | 39.9%+55.2pp | 54.9%+40.1pp | 69.5%+25.5pp |
| Annual return | -8.80% | 25.34%-34.1pp | -15.16%+6.4pp | 28.90%-37.7pp |
| Employer contribution / active EE | $4,193 | $498+742.0% | $1,219+243.9% | $2,042+105.3% |
| Participant deferral / active EE | $0 | $1,028-100.0% | $1,804-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $299-100.0% | $2,320-100.0% | $479-100.0% |