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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 | $1,923 | $56,540-96.6% | $185,849-99.0% | $86,821-97.8% |
| Participation rate | 96.6% | 65.5%+31.1pp | 81.7%+14.9pp | 72.3%+24.3pp |
| Annual return | -0.01% | 118.20%-118.2pp | 122.10%-122.1pp | 97.94%-97.9pp |
| Employer contribution / active EE | $0 | $1,844-100.0% | $5,169-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $0 | $2,555-100.0% | $5,569-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $150-100.0% | $16,244-100.0% | $170-100.0% |