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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 exceed $250,000 - top-decile high-value plan.
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 | $277,416 | $91,559+203.0% | $133,959+107.1% | $79,858+247.4% |
| Participation rate | 90.9% | 73.3%+17.6pp | 79.8%+11.1pp | 69.6%+21.3pp |
| Annual return | 5.13% | 61.85%-56.7pp | 45.09%-40.0pp | 31.72%-26.6pp |
| Employer contribution / active EE | $6,494 | $2,384+172.4% | $3,919+65.7% | $2,471+162.8% |
| Participant deferral / active EE | $10,076 | $3,734+169.8% | $5,047+99.6% | $3,740+169.4% |
| Admin fee / account holder | $34 | $6,321-99.5% | $8,928-99.6% | $5,306-99.4% |