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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 | $13,431 | $31,388-57.2% | $73,550-81.7% | $62,293-78.4% |
| Participation rate | 100.0% | 39.9%+60.1pp | 54.9%+45.1pp | 69.5%+30.5pp |
| Annual return | 8.49% | 25.34%-16.9pp | -15.16%+23.6pp | 28.90%-20.4pp |
| Employer contribution / active EE | $452 | $498-9.1% | $1,219-62.9% | $2,042-77.8% |
| Participant deferral / active EE | $0 | $1,028-100.0% | $1,804-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $299-100.0% | $2,320-100.0% | $479-100.0% |