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Employer contribution per participant 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.
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 | $32,908 | $88,874-63.0% | $81,473-59.6% | - |
| Participation rate | 100.0% | 49.1%+50.9pp | 68.0%+32.0pp | - |
| Annual return | 15.93% | 12.81%+3.1pp | 38.78%-22.9pp | - |
| Employer contribution / active EE | $1,532 | $1,020+50.2% | $2,568-40.3% | - |
| Participant deferral / active EE | $1,729 | $1,747-1.0% | $3,537-51.1% | - |
| Admin fee / account holder | $14 | $8,975-99.8% | $4,561-99.7% | - |