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 | $75,097 | $72,658+3.4% | $127,803-41.2% | $67,584+11.1% |
| Participation rate | 82.1% | 80.0%+2.2pp | 79.0%+3.1pp | 71.3%+10.9pp |
| Annual return | 22.66% | 26.49%-3.8pp | 26.14%-3.5pp | 378.59%-355.9pp |
| Employer contribution / active EE | $1,224 | $3,988-69.3% | $4,576-73.3% | $2,148-43.0% |
| Participant deferral / active EE | $3,661 | $5,383-32.0% | $6,023-39.2% | $3,540+3.4% |
| Admin fee / account holder | $0 | $127-99.9% | $9,399-100.0% | $142-99.9% |