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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 | $54,900 | $67,638-18.8% | $133,346-58.8% | $69,733-21.3% |
| Participation rate | 100.0% | 54.3%+45.7pp | 72.8%+27.2pp | 62.5%+37.5pp |
| Annual return | 6.17% | 13.38%-7.2pp | 36.85%-30.7pp | 15.22%-9.1pp |
| Employer contribution / active EE | $8,468 | $1,177+619.2% | $2,853+196.8% | $2,250+276.3% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $4,332-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $4,814-100.0% | $14,264-100.0% | $3,102-100.0% |