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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 | $22,380 | $28,109-20.4% | $71,089-68.5% | $56,289-60.2% |
| Participation rate | 96.4% | 40.4%+56.0pp | 54.6%+41.8pp | 69.9%+26.6pp |
| Annual return | -16.86% | -615.05%+598.2pp | 650.65%-667.5pp | -9.96%-6.9pp |
| Employer contribution / active EE | $2,679 | $558+380.4% | $1,088+146.3% | $2,111+26.9% |
| Participant deferral / active EE | $0 | $1,116-100.0% | $1,873-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $585-100.0% | $3,082-100.0% | $521-100.0% |