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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 | $599 | $57,541-99.0% | $95,759-99.4% | $75,177-99.2% |
| Participation rate | 96.9% | 62.5%+34.4pp | 72.3%+24.6pp | 67.2%+29.7pp |
| Annual return | -199.19% | 34.93%-234.1pp | 28.42%-227.6pp | 160.75%-359.9pp |
| Employer contribution / active EE | $4,024 | $1,808+122.6% | $2,836+41.9% | $2,671+50.7% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,244-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $4,099-100.0% | $5,678-100.0% | $5,651-100.0% |