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Employer 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $7,383 | $51,620-85.7% | $90,300-91.8% | $65,185-88.7% |
| Participation rate | 75.7% | 68.6%+7.1pp | 73.3%+2.5pp | 70.2%+5.5pp |
| Annual return | 12.21% | 24.94%-12.7pp | 78.11%-65.9pp | 29.38%-17.2pp |
| Employer contribution / active EE | $120 | $2,235-94.6% | $2,854-95.8% | $2,177-94.5% |
| Participant deferral / active EE | $1,007 | $2,871-64.9% | $3,884-74.1% | $3,514-71.3% |
| Admin fee / account holder | $39 | $384-89.9% | $5,353-99.3% | $847-95.4% |