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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 | $50,594 | $59,456-14.9% | $93,669-46.0% | $74,429-32.0% |
| Participation rate | 100.0% | 59.6%+40.4pp | 68.7%+31.3pp | 67.2%+32.8pp |
| Annual return | 1.76% | 82.00%-80.2pp | 133.59%-131.8pp | 1368.38%-1366.6pp |
| Employer contribution / active EE | $5,333 | $1,266+321.3% | $2,424+120.1% | $2,625+103.2% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,416-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $3,026-100.0% | $8,291-100.0% | $1,944-100.0% |