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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 | $12,703 | $60,349-78.9% | $74,184-82.9% | $62,881-79.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -33.64% | 21.38%-55.0pp | 17.74%-51.4pp | 20.14%-53.8pp |
| Employer contribution / active EE | $6,349 | $1,680+277.9% | $2,370+167.9% | $2,281+178.4% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2 | $4,261-100.0% | $5,586-100.0% | $4,296-100.0% |