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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 | $39,121 | $51,466-24.0% | $78,778-50.3% | $62,293-37.2% |
| Participation rate | 80.2% | 59.8%+20.5pp | 69.2%+11.1pp | 69.5%+10.7pp |
| Annual return | 18.10% | 19.96%-1.9pp | 35.62%-17.5pp | 28.90%-10.8pp |
| Employer contribution / active EE | $1,345 | $827+62.6% | $1,986-32.2% | $2,042-34.1% |
| Participant deferral / active EE | $2,325 | $2,147+8.3% | $2,958-21.4% | $3,169-26.6% |
| Admin fee / account holder | $5 | $489-98.9% | $5,134-99.9% | $479-98.9% |