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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 | $24,651 | $130,294-81.1% | $170,057-85.5% | $71,529-65.5% |
| Participation rate | 98.5% | 86.2%+12.3pp | 87.0%+11.5pp | 67.9%+30.5pp |
| Annual return | -3.31% | 20.36%-23.7pp | 53.42%-56.7pp | 28.97%-32.3pp |
| Employer contribution / active EE | $4,122 | $4,385-6.0% | $6,790-39.3% | $2,590+59.2% |
| Participant deferral / active EE | $0 | $6,928-100.0% | $10,411-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $966-100.0% | $12,826-100.0% | $1,588-100.0% |