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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 | $32,742 | $65,092-49.7% | $143,799-77.2% | $66,938-51.1% |
| Participation rate | 99.3% | 65.2%+34.1pp | 80.3%+19.0pp | 69.8%+29.5pp |
| Annual return | -10.49% | -11.14%+0.6pp | -0.04%-10.4pp | 1.58%-12.1pp |
| Employer contribution / active EE | $2,006 | $2,362-15.1% | $4,952-59.5% | $2,545-21.2% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,238-100.0% |
| Admin fee / account holder | $7 | $502-98.5% | $14,677-99.9% | $594-98.8% |