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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,829 | $83,485-57.1% | $125,192-71.4% | $72,975-50.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 13.37% | 25.77%-12.4pp | 43.79%-30.4pp | 81.01%-67.6pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,290 | $3,586+75.4% | $4,937+27.4% | $3,608+74.4% |
| Admin fee / account holder | $29 | $5,518-99.5% | $9,704-99.7% | $5,124-99.4% |