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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.
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 | $47,097 | $50,643-7.0% | $106,619-55.8% | $55,167-14.6% |
| Participation rate | 97.2% | 65.6%+31.6pp | 78.0%+19.2pp | 69.0%+28.2pp |
| Annual return | 2.86% | 7.02%-4.2pp | 9.42%-6.6pp | 169.23%-166.4pp |
| Employer contribution / active EE | $1,987 | $1,626+22.2% | $3,947-49.6% | $1,963+1.3% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $3,930-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $488-100.0% | $6,418-100.0% | $504-100.0% |