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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $339 | $61,755-99.5% | $97,161-99.7% | $80,911-99.6% |
| Participation rate | 96.8% | 63.5%+33.3pp | 72.7%+24.1pp | 67.6%+29.1pp |
| Annual return | -248.63% | -557.90%+309.3pp | 75.36%-324.0pp | 35.63%-284.3pp |
| Employer contribution / active EE | $4,166 | $1,835+127.1% | $2,723+53.0% | $2,756+51.2% |
| Participant deferral / active EE | $0 | $3,026-100.0% | $4,265-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $5,166-100.0% | $5,647-100.0% | $6,935-100.0% |