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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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,184 | $62,928-98.1% | $172,753-99.3% | $67,582-98.2% |
| Participation rate | 75.1% | 64.5%+10.6pp | 82.6%-7.5pp | 71.3%+3.8pp |
| Annual return | 1.61% | 30.36%-28.8pp | 803.00%-801.4pp | 378.57%-377.0pp |
| Employer contribution / active EE | $778 | $1,636-52.4% | $5,144-84.9% | $2,148-63.8% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $167-100.0% | $13,956-100.0% | $142-100.0% |