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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 exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $291,586 | $55,902+421.6% | $76,030+283.5% | $80,959+260.2% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 8.02% | 20.59%-12.6pp | 361.54%-353.5pp | 35.67%-27.6pp |
| Employer contribution / active EE | $25,525 | $1,867+1267.3% | $2,688+849.7% | $2,757+825.8% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4 | $5,239-99.9% | $6,421-99.9% | $6,925-99.9% |