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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $13,968 | $42,548-67.2% | $74,551-81.3% | $56,289-75.2% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.1%+30.9pp | 69.9%+30.1pp |
| Annual return | -5.62% | 12.40%-18.0pp | 32.53%-38.2pp | -9.96%+4.3pp |
| Employer contribution / active EE | $845 | $855-1.2% | $1,961-56.9% | $2,111-60.0% |
| Participant deferral / active EE | $0 | $2,277-100.0% | $3,108-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $467-100.0% | $5,059-100.0% | $521-100.0% |