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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 | $45,520 | $59,267-23.2% | $96,575-52.9% | $79,393-42.7% |
| Participation rate | 100.0% | 61.9%+38.1pp | 69.8%+30.2pp | 70.7%+29.3pp |
| Annual return | 11.17% | 27.08%-15.9pp | 37.79%-26.6pp | 116.87%-105.7pp |
| Employer contribution / active EE | $4,538 | $1,216+273.3% | $2,357+92.6% | $2,428+86.9% |
| Participant deferral / active EE | $0 | $2,947-100.0% | $3,849-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $659-99.9% | $6,182-100.0% | $627-99.9% |