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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 | $73,539 | $60,165+22.2% | $74,184-0.9% | $55,167+33.3% |
| Participation rate | 81.0% | 74.2%+6.8pp | 76.6%+4.3pp | 69.0%+12.0pp |
| Annual return | -0.66% | 10.00%-10.7pp | 17.74%-18.4pp | 169.23%-169.9pp |
| Employer contribution / active EE | $3,075 | $1,600+92.2% | $2,370+29.7% | $1,963+56.7% |
| Participant deferral / active EE | $5,036 | $2,973+69.4% | $3,550+41.9% | $3,054+64.9% |
| Admin fee / account holder | $19 | $419-95.4% | $5,586-99.7% | $504-96.2% |