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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 | $52,847 | $93,182-43.3% | $146,643-64.0% | $79,391-33.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 80.1%+19.9pp | 70.7%+29.3pp |
| Annual return | 2.56% | 21.61%-19.0pp | 22.75%-20.2pp | 116.88%-114.3pp |
| Employer contribution / active EE | $9,375 | $2,420+287.5% | $4,137+126.6% | $2,428+286.1% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $585-100.0% | $10,280-100.0% | $627-100.0% |