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Annual investment return is in the bottom quintile of the peer cohort.
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 | $64,630 | $136,307-52.6% | $177,840-63.7% | $73,493-12.1% |
| Participation rate | 98.2% | 86.1%+12.1pp | 87.7%+10.5pp | 70.7%+27.6pp |
| Annual return | 2.51% | 18.68%-16.2pp | 48.32%-45.8pp | 28.51%-26.0pp |
| Employer contribution / active EE | $2,281 | $3,712-38.6% | $5,919-61.5% | $2,270+0.5% |
| Participant deferral / active EE | $0 | $5,829-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $596-100.0% | $12,431-100.0% | $513-100.0% |