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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 | $10,562 | $51,166-79.4% | $70,544-85.0% | $71,511-85.2% |
| Participation rate | 98.5% | 59.4%+39.2pp | 68.4%+30.2pp | 67.9%+30.6pp |
| Annual return | 9.46% | 42.71%-33.3pp | 32.79%-23.3pp | 28.86%-19.4pp |
| Employer contribution / active EE | $1,211 | $1,793-32.5% | $2,976-59.3% | $2,589-53.2% |
| Participant deferral / active EE | $0 | $3,031-100.0% | $4,568-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,000-100.0% | $6,427-100.0% | $1,588-100.0% |