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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.
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 | $2,099 | $52,722-96.0% | $90,461-97.7% | $73,412-97.1% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.7%+27.3pp | 72.2%+27.8pp |
| Annual return | 1.23% | 20.70%-19.5pp | 1294.76%-1293.5pp | 59.30%-58.1pp |
| Employer contribution / active EE | $884 | $1,872-52.7% | $3,264-72.9% | $2,234-60.4% |
| Participant deferral / active EE | $0 | $2,810-100.0% | $3,964-100.0% | $3,806-100.0% |
| Admin fee / account holder | $2 | $117-98.2% | $5,617-100.0% | $158-98.6% |