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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 | $13,758 | $42,546-67.7% | $71,796-80.8% | $55,167-75.1% |
| Participation rate | 74.4% | 59.1%+15.3pp | 69.1%+5.3pp | 69.0%+5.5pp |
| Annual return | 9.39% | 12.36%-3.0pp | 78.04%-68.7pp | 169.23%-159.8pp |
| Employer contribution / active EE | $611 | $803-24.0% | $1,924-68.3% | $1,963-68.9% |
| Participant deferral / active EE | $0 | $2,064-100.0% | $2,794-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $650-100.0% | $4,815-100.0% | $504-100.0% |