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Participant contribution per participant 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.
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 | $36,661 | $70,667-48.1% | $123,105-70.2% | $52,331-29.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 3.42% | 6.23%-2.8pp | 13.22%-9.8pp | 4.54%-1.1pp |
| Employer contribution / active EE | $2,717 | $2,946-7.8% | $5,151-47.2% | $1,882+44.4% |
| Participant deferral / active EE | $0 | $4,493-100.0% | $6,229-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $506-100.0% | $9,014-100.0% | $592-100.0% |