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Employer contribution per participant 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 | $8,545 | $79,151-89.2% | $60,919-86.0% | $64,824-86.8% |
| Participation rate | 97.8% | 77.7%+20.1pp | 73.1%+24.7pp | 71.5%+26.3pp |
| Annual return | -0.06% | -7.12%+7.1pp | 16.96%-17.0pp | 32.84%-32.9pp |
| Employer contribution / active EE | $265 | $3,052-91.3% | $2,704-90.2% | $2,507-89.4% |
| Participant deferral / active EE | $0 | $3,727-100.0% | $3,814-100.0% | $4,311-100.0% |
| Admin fee / account holder | $5 | $106-95.2% | $3,228-99.8% | $188-97.3% |