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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 | $27,086 | $69,383-61.0% | $101,275-73.3% | $73,497-63.1% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 8.67% | 18.46%-9.8pp | 46.48%-37.8pp | 28.51%-19.8pp |
| Employer contribution / active EE | $6,911 | $2,628+162.9% | $3,660+88.8% | $2,270+204.4% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,948-100.0% | $513-100.0% |