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Participant contribution per participant 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.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,838 | $56,443+2.5% | $83,831-31.0% | $55,725+3.8% |
| Participation rate | 99.7% | 72.0%+27.6pp | 76.1%+23.5pp | 70.9%+28.8pp |
| Annual return | 106.94% | 393.67%-286.7pp | 850.99%-744.0pp | 244.93%-138.0pp |
| Employer contribution / active EE | $2,213 | $2,682-17.5% | $3,631-39.0% | $2,078+6.5% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $156-100.0% | $5,479-100.0% | $115-100.0% |