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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 | $15,614 | $49,138-68.2% | $84,021-81.4% | $65,185-76.0% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 70.2%+29.8pp |
| Annual return | 21.59% | 23.00%-1.4pp | 71.32%-49.7pp | 29.38%-7.8pp |
| Employer contribution / active EE | $879 | $914-3.8% | $1,984-55.7% | $2,177-59.6% |
| Participant deferral / active EE | $0 | $2,397-100.0% | $3,239-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $543-100.0% | $6,102-100.0% | $847-100.0% |