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Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,331 | $59,584-65.9% | $86,615-76.5% | $79,391-74.4% |
| Participation rate | 79.0% | 67.7%+11.3pp | 71.6%+7.3pp | 70.7%+8.3pp |
| Annual return | 0.47% | 23.15%-22.7pp | 63.51%-63.0pp | 116.88%-116.4pp |
| Employer contribution / active EE | $833 | $1,768-52.9% | $2,496-66.6% | $2,428-65.7% |
| Participant deferral / active EE | $356 | $3,036-88.3% | $3,699-90.4% | $4,046-91.2% |
| Admin fee / account holder | $101 | $604-83.3% | $5,830-98.3% | $627-83.9% |