More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $60,450 | $66,750-9.4% | $105,754-42.8% | $57,661+4.8% |
| Participation rate | 81.6% | 79.2%+2.4pp | 78.9%+2.7pp | 70.2%+11.4pp |
| Annual return | 6.37% | 10.99%-4.6pp | 12.25%-5.9pp | 5.13%+1.2pp |
| Employer contribution / active EE | $1,125 | $3,766-70.1% | $4,079-72.4% | $1,974-43.0% |
| Participant deferral / active EE | $3,377 | $4,933-31.5% | $5,326-36.6% | $3,061+10.3% |
| Admin fee / account holder | $0 | $88-99.5% | $8,309-100.0% | $95-99.5% |