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Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $37,613 | $46,877-19.8% | $122,354-69.3% | $70,126-46.4% |
| Participation rate | 86.8% | 58.2%+28.6pp | 71.6%+15.2pp | 69.5%+17.3pp |
| Annual return | 10.87% | 24.22%-13.4pp | 30.28%-19.4pp | 73.15%-62.3pp |
| Employer contribution / active EE | $2,315 | $1,288+79.7% | $4,051-42.8% | $2,343-1.2% |
| Participant deferral / active EE | $0 | $2,167-100.0% | $3,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $237 | $3,324-92.9% | $5,479-95.7% | $4,645-94.9% |