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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $34,756 | $41,854-17.0% | $73,845-52.9% | $52,331-33.6% |
| Participation rate | 95.5% | 66.2%+29.2pp | 73.4%+22.0pp | 68.1%+27.3pp |
| Annual return | 1.91% | 2.11%-0.2pp | 2267.91%-2266.0pp | 4.54%-2.6pp |
| Employer contribution / active EE | $1,283 | $1,920-33.2% | $2,788-54.0% | $1,882-31.8% |
| Participant deferral / active EE | $0 | $2,498-100.0% | $3,583-100.0% | $3,022-100.0% |
| Admin fee / account holder | $24 | $493-95.2% | $4,881-99.5% | $592-96.0% |