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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 | $80,731+82.0% | $103,374+42.1% | $74,546+97.1% |
| Participation rate | 90.2% | 65.7%+24.6pp | 74.5%+15.7pp | 67.2%+23.0pp |
| Annual return | 1.66% | 27.56%-25.9pp | 24.89%-23.2pp | 1366.03%-1364.4pp |
| Employer contribution / active EE | $15,938 | $3,158+404.7% | $3,869+311.9% | $2,624+507.3% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,394-100.0% | $1,944-100.0% |