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Participant 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 | $2,952 | $60,165-95.1% | $74,184-96.0% | $55,167-94.6% |
| Participation rate | 85.2% | 74.2%+11.0pp | 76.6%+8.6pp | 69.0%+16.2pp |
| Annual return | 56.41% | 10.00%+46.4pp | 17.74%+38.7pp | 169.23%-112.8pp |
| Employer contribution / active EE | $949 | $1,600-40.7% | $2,370-60.0% | $1,963-51.7% |
| Participant deferral / active EE | $1,333 | $2,973-55.2% | $3,550-62.4% | $3,054-56.3% |
| Admin fee / account holder | $2 | $419-99.6% | $5,586-100.0% | $504-99.7% |