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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,576 | $130,294-67.3% | $170,043-75.0% | $71,511-40.5% |
| Participation rate | 98.3% | 86.2%+12.2pp | 87.0%+11.3pp | 67.9%+30.4pp |
| Annual return | -2.55% | 20.36%-22.9pp | 53.40%-56.0pp | 28.86%-31.4pp |
| Employer contribution / active EE | $1,912 | $4,385-56.4% | $6,790-71.8% | $2,589-26.1% |
| Participant deferral / active EE | $0 | $6,928-100.0% | $10,410-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $966-100.0% | $12,824-100.0% | $1,588-100.0% |