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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 | $33,506 | $57,976-42.2% | $63,018-46.8% | $62,293-46.2% |
| Participation rate | 79.7% | 75.9%+3.7pp | 74.8%+4.9pp | 69.5%+10.1pp |
| Annual return | 14.54% | 17.54%-3.0pp | 87.62%-73.1pp | 28.90%-14.4pp |
| Employer contribution / active EE | $4,257 | $2,415+76.3% | $2,761+54.2% | $2,042+108.5% |
| Participant deferral / active EE | $5,410 | $2,956+83.0% | $3,330+62.5% | $3,169+70.7% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |