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Participant contribution per participant 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 | $8,331 | $111,491-92.5% | $189,537-95.6% | $86,821-90.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.8%+12.2pp | 72.3%+27.7pp |
| Annual return | 18.29% | 83.50%-65.2pp | 555.34%-537.0pp | 97.94%-79.6pp |
| Employer contribution / active EE | $1,719 | $3,951-56.5% | $6,161-72.1% | $2,406-28.5% |
| Participant deferral / active EE | $961 | $6,437-85.1% | $8,220-88.3% | $4,132-76.7% |
| Admin fee / account holder | $23 | $189-87.9% | $12,048-99.8% | $170-86.5% |