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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,647 | $76,551-83.5% | $123,894-89.8% | $62,881-79.9% |
| Participation rate | 70.8% | 73.0%-2.1pp | 81.4%-10.6pp | 69.3%+1.5pp |
| Annual return | 2.32% | 18.68%-16.4pp | 47.52%-45.2pp | 20.14%-17.8pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,048 | $4,840-78.3% | $5,984-82.5% | $3,203-67.3% |
| Admin fee / account holder | $7 | $4,826-99.9% | $8,357-99.9% | $4,296-99.8% |