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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 | $43,832 | $80,177-45.3% | $123,894-64.6% | $57,658-24.0% |
| Participation rate | 96.2% | 74.4%+21.8pp | 81.4%+14.8pp | 70.2%+26.0pp |
| Annual return | 3.06% | 17.90%-14.8pp | 47.52%-44.5pp | 5.13%-2.1pp |
| Employer contribution / active EE | $5,660 | $2,913+94.3% | $4,617+22.6% | $1,974+186.8% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $2 | $106-98.6% | $8,357-100.0% | $95-98.4% |