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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 | $0 | $47,977-100.0% | $154,111-100.0% | $56,287-100.0% |
| Participation rate | 0.0% | 66.2%-66.2pp | 83.0%-83.0pp | 69.9%-69.9pp |
| Annual return | -3.65% | 3.54%-7.2pp | 735.18%-738.8pp | -9.96%+6.3pp |
| Employer contribution / active EE | $651 | $2,169-70.0% | $5,298-87.7% | $2,111-69.2% |
| Participant deferral / active EE | $820 | $2,392-65.7% | $5,081-83.9% | $3,350-75.5% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |