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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 | $19,959 | $63,314-68.5% | $91,004-78.1% | $62,293-68.0% |
| Participation rate | 99.4% | 73.3%+26.0pp | 75.6%+23.8pp | 69.5%+29.8pp |
| Annual return | 13.62% | 21.00%-7.4pp | 4.60%+9.0pp | 28.90%-15.3pp |
| Employer contribution / active EE | $2,402 | $1,807+32.9% | $2,456-2.2% | $2,042+17.6% |
| Participant deferral / active EE | $1,177 | $2,944-60.0% | $3,548-66.8% | $3,169-62.9% |
| Admin fee / account holder | $57 | $468-87.7% | $5,417-98.9% | $479-88.0% |