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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 | $90,519 | $63,924+41.6% | $108,582-16.6% | $55,167+64.1% |
| Participation rate | 98.3% | 74.3%+24.0pp | 79.6%+18.8pp | 69.0%+29.4pp |
| Annual return | 6.51% | 15.31%-8.8pp | -51.70%+58.2pp | 169.23%-162.7pp |
| Employer contribution / active EE | $5,415 | $1,879+188.2% | $3,758+44.1% | $1,963+175.9% |
| Participant deferral / active EE | $3,760 | $3,067+22.6% | $4,311-12.8% | $3,054+23.1% |
| Admin fee / account holder | $9 | $618-98.5% | $7,645-99.9% | $504-98.2% |