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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 | $189,544 | $46,297+309.4% | $71,671+164.5% | $62,293+204.3% |
| Participation rate | 100.0% | 60.6%+39.4pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 1.55% | 22.32%-20.8pp | 20.65%-19.1pp | 28.90%-27.3pp |
| Employer contribution / active EE | $17,884 | $1,412+1166.7% | $2,460+627.0% | $2,042+775.7% |
| Participant deferral / active EE | $0 | $2,235-100.0% | $3,438-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $461-100.0% | $5,558-100.0% | $479-100.0% |