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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 | $34,762 | $121,341-71.4% | $189,545-81.7% | $79,389-56.2% |
| Participation rate | 98.5% | 86.1%+12.4pp | 87.8%+10.7pp | 70.7%+27.8pp |
| Annual return | 7.09% | 21.08%-14.0pp | 555.36%-548.3pp | 116.89%-109.8pp |
| Employer contribution / active EE | $4,831 | $3,915+23.4% | $6,162-21.6% | $2,428+99.0% |
| Participant deferral / active EE | $0 | $6,395-100.0% | $8,220-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $651-100.0% | $12,049-100.0% | $626-100.0% |