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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 | $47,527 | $81,494-41.7% | $133,978-64.5% | $73,497-35.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | -7.88% | 19.40%-27.3pp | 45.10%-53.0pp | 28.51%-36.4pp |
| Employer contribution / active EE | $730 | $2,210-67.0% | $3,919-81.4% | $2,270-67.8% |
| Participant deferral / active EE | $0 | $3,787-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $713-99.9% | $8,930-100.0% | $513-99.9% |