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Employer 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.
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 | $1,775 | $554,306-99.7% | $193,871-99.1% | $554,306-99.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 85.6%+14.4pp | 84.6%+15.4pp |
| Annual return | 181.67% | 10.47%+171.2pp | 15.27%+166.4pp | 10.47%+171.2pp |
| Employer contribution / active EE | $250 | $25,289-99.0% | $4,691-94.7% | $25,289-99.0% |
| Participant deferral / active EE | $167 | $3,690-95.5% | $2,779-94.0% | $3,690-95.5% |
| Admin fee / account holder | $100 | $49,540-99.8% | $12,948-99.2% | $49,540-99.8% |