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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 | $7,337 | $52,967-86.1% | $172,753-95.8% | $65,186-88.7% |
| Participation rate | 98.2% | 66.2%+32.0pp | 82.6%+15.5pp | 70.2%+28.0pp |
| Annual return | 4.60% | 30.12%-25.5pp | 803.00%-798.4pp | 29.39%-24.8pp |
| Employer contribution / active EE | $2,304 | $2,190+5.2% | $5,144-55.2% | $2,177+5.8% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $472-100.0% | $13,956-100.0% | $847-100.0% |