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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,916 | $49,138-59.5% | $84,023-76.3% | $65,186-69.4% |
| Participation rate | 99.4% | 60.7%+38.7pp | 69.0%+30.4pp | 70.2%+29.2pp |
| Annual return | -23.28% | 23.00%-46.3pp | 71.32%-94.6pp | 29.39%-52.7pp |
| Employer contribution / active EE | $550 | $914-39.8% | $1,984-72.3% | $2,177-74.7% |
| Participant deferral / active EE | $0 | $2,397-100.0% | $3,239-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $543-100.0% | $6,102-100.0% | $847-100.0% |