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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 | $84,799 | $74,089+14.5% | $133,975-36.7% | $55,167+53.7% |
| Participation rate | 81.8% | 84.3%-2.5pp | 87.1%-5.2pp | 69.0%+12.8pp |
| Annual return | 14.69% | 12.11%+2.6pp | 29.29%-14.6pp | 169.23%-154.5pp |
| Employer contribution / active EE | $3,280 | $3,064+7.1% | $5,211-37.1% | $1,963+67.1% |
| Participant deferral / active EE | $7,795 | $4,678+66.6% | $6,282+24.1% | $3,054+155.2% |
| Admin fee / account holder | $10 | $458-97.7% | $9,324-99.9% | $504-97.9% |