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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.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,295 | $110,083-25.2% | $151,639-45.7% | $68,486+20.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -1.26% | -10.12%+8.9pp | 3.34%-4.6pp | -7.85%+6.6pp |
| Employer contribution / active EE | $2,881 | $4,470-35.5% | $6,165-53.3% | $2,597+11.0% |
| Participant deferral / active EE | $255 | $6,526-96.1% | $8,363-96.9% | $4,028-93.7% |
| Admin fee / account holder | $0 | $7,718-100.0% | $11,613-100.0% | $5,404-100.0% |