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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.
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 | $29,409 | $71,192-58.7% | $117,861-75.0% | $62,293-52.8% |
| Participation rate | 99.5% | 74.2%+25.3pp | 79.7%+19.8pp | 69.5%+30.0pp |
| Annual return | 1.88% | 18.66%-16.8pp | 335.11%-333.2pp | 28.90%-27.0pp |
| Employer contribution / active EE | $2,244 | $1,934+16.1% | $3,786-40.7% | $2,042+9.9% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $587-100.0% | $8,021-100.0% | $479-100.0% |