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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 | $39,533 | $117,734-66.4% | $115,752-65.8% | $77,958-49.3% |
| Participation rate | 71.8% | 82.0%-10.2pp | 77.8%-5.9pp | 71.6%+0.2pp |
| Annual return | 4.20% | 17.65%-13.4pp | 19.41%-15.2pp | 20.87%-16.7pp |
| Employer contribution / active EE | $1,822 | $2,736-33.4% | $3,492-47.8% | $2,310-21.1% |
| Participant deferral / active EE | $1,063 | $4,435-76.0% | $5,204-79.6% | $3,537-69.9% |
| Admin fee / account holder | $33 | $75-55.6% | $6,278-99.5% | $97-65.8% |