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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 | $64,010-14.2% | $108,359-49.3% | $64,340-14.7% |
| Participation rate | 100.0% | 49.4%+50.6pp | 70.1%+29.9pp | 55.2%+44.8pp |
| Annual return | 6.17% | 19.74%-13.6pp | 36.89%-30.7pp | 24.14%-18.0pp |
| Employer contribution / active EE | $8,468 | $1,029+723.2% | $2,399+252.9% | $1,862+354.9% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $4,137-100.0% | $2,980-100.0% |
| Admin fee / account holder | $0 | $4,885-100.0% | $9,741-100.0% | $3,703-100.0% |