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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 | $50,661 | $58,312-13.1% | $86,656-41.5% | $71,529-29.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 1.05% | 24.08%-23.0pp | 593.09%-592.0pp | 28.97%-27.9pp |
| Employer contribution / active EE | $6,329 | $2,576+145.7% | $3,025+109.2% | $2,590+144.4% |
| Participant deferral / active EE | $0 | $3,439-100.0% | $4,439-100.0% | $4,291-100.0% |
| Admin fee / account holder | $293 | $1,057-72.2% | $5,619-94.8% | $1,588-81.5% |