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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,149 | $52,293-72.9% | $178,499-92.1% | $73,412-80.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | -4.38% | 34.75%-39.1pp | 151.10%-155.5pp | 59.30%-63.7pp |
| Employer contribution / active EE | $1,027 | $1,735-40.8% | $5,011-79.5% | $2,234-54.0% |
| Participant deferral / active EE | $1,118 | $2,332-52.1% | $5,202-78.5% | $3,806-70.6% |
| Admin fee / account holder | $6 | $127-95.3% | $13,986-100.0% | $158-96.2% |