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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 | $0 | $95,044-100.0% | $861,422-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 8.4%-8.4pp | 14.3%-14.3pp | 8.4%-8.4pp |
| Annual return | 4.57% | 18.35%-13.8pp | 6.57%-2.0pp | 18.35%-13.8pp |
| Employer contribution / active EE | $23,888 | $14,669+62.8% | $34,489-30.7% | $14,669+62.8% |
| Participant deferral / active EE | $0 | $70-100.0% | $0 | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $0 | $9,141-100.0% |