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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 | $146,909 | $80,748+81.9% | $102,383+43.5% | $74,429+97.4% |
| Participation rate | 90.2% | 65.7%+24.5pp | 74.5%+15.7pp | 67.2%+23.0pp |
| Annual return | 1.66% | 27.57%-25.9pp | 24.94%-23.3pp | 1368.38%-1366.7pp |
| Employer contribution / active EE | $15,938 | $3,159+404.5% | $3,870+311.8% | $2,625+507.2% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,391-100.0% | $1,944-100.0% |