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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 | $79,592 | $95,762-16.9% | $379,746-79.0% | $79,856-0.3% |
| Participation rate | 100.0% | 74.0%+26.0pp | 78.4%+21.6pp | 69.6%+30.4pp |
| Annual return | -5.65% | 18.26%-23.9pp | 34.90%-40.6pp | 31.71%-37.4pp |
| Employer contribution / active EE | $2,921 | $2,695+8.4% | $3,540-17.5% | $2,471+18.2% |
| Participant deferral / active EE | $0 | $4,705-100.0% | $6,024-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $6,745-100.0% | $7,927-100.0% | $5,306-100.0% |