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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 | $87,599 | $57,108+53.4% | $94,224-7.0% | $52,331+67.4% |
| Participation rate | 97.3% | 72.9%+24.4pp | 78.8%+18.6pp | 68.1%+29.2pp |
| Annual return | -1.48% | 1.47%-2.9pp | 10.68%-12.2pp | 4.54%-6.0pp |
| Employer contribution / active EE | $3,749 | $1,735+116.0% | $3,587+4.5% | $1,882+99.2% |
| Participant deferral / active EE | $3,681 | $3,040+21.1% | $4,320-14.8% | $3,022+21.8% |
| Admin fee / account holder | $13 | $546-97.6% | $6,269-99.8% | $592-97.8% |