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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 | $26,370 | $52,961-50.2% | $172,755-84.7% | $65,185-59.5% |
| Participation rate | 99.3% | 66.2%+33.1pp | 82.6%+16.6pp | 70.2%+29.1pp |
| Annual return | 20.10% | 30.12%-10.0pp | 802.94%-782.8pp | 29.38%-9.3pp |
| Employer contribution / active EE | $711 | $2,190-67.6% | $5,144-86.2% | $2,177-67.4% |
| Participant deferral / active EE | $1,120 | $2,471-54.7% | $5,198-78.4% | $3,514-68.1% |
| Admin fee / account holder | $27 | $472-94.2% | $13,955-99.8% | $847-96.8% |