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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 | $65,495 | $56,054+16.8% | $171,082-61.7% | $62,881+4.2% |
| Participation rate | 98.9% | 62.9%+36.1pp | 76.7%+22.2pp | 69.3%+29.6pp |
| Annual return | 1.55% | 22.52%-21.0pp | 32.56%-31.0pp | 20.14%-18.6pp |
| Employer contribution / active EE | $4,160 | $1,731+140.3% | $4,002+3.9% | $2,281+82.4% |
| Participant deferral / active EE | $0 | $3,158-100.0% | $4,797-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $3,647-100.0% | $8,520-100.0% | $4,296-100.0% |