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 | $69,299 | $72,448-4.3% | $118,746-41.6% | $69,634-0.5% |
| Participation rate | 84.9% | 79.7%+5.2pp | 78.3%+6.6pp | 70.7%+14.2pp |
| Annual return | 15.74% | 19.06%-3.3pp | 24.54%-8.8pp | 27572.26%-27556.5pp |
| Employer contribution / active EE | $1,206 | $3,771-68.0% | $4,193-71.2% | $2,032-40.7% |
| Participant deferral / active EE | $3,643 | $4,943-26.3% | $5,332-31.7% | $3,224+13.0% |
| Admin fee / account holder | $0 | $99-99.7% | $10,720-100.0% | $110-99.7% |