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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 | $0 | $46,244-100.0% | $346,182-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.1%-52.1pp | 2.8%-2.8pp |
| Annual return | 17.65% | 13.54%+4.1pp | 13.48%+4.2pp | 16.32%+1.3pp |
| Employer contribution / active EE | $15,965 | $37,659-57.6% | $47,067-66.1% | $17,007-6.1% |
| Participant deferral / active EE | $0 | $159-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $14,572-100.0% | $127-100.0% |