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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 | $48,559 | $54,368-10.7% | $117,039-58.5% | $62,293-22.0% |
| Participation rate | 90.2% | 64.9%+25.3pp | 77.2%+13.0pp | 69.5%+20.7pp |
| Annual return | 2.55% | 21.77%-19.2pp | 18.95%-16.4pp | 28.90%-26.3pp |
| Employer contribution / active EE | $1,949 | $1,692+15.2% | $3,785-48.5% | $2,042-4.6% |
| Participant deferral / active EE | $0 | $2,269-100.0% | $3,929-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $493-100.0% | $5,974-100.0% | $479-100.0% |