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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 | $3,026 | $31,424-90.4% | $81,473-96.3% | $69,631-95.7% |
| Participation rate | 99.3% | 50.8%+48.5pp | 68.0%+31.4pp | 70.7%+28.6pp |
| Annual return | -2.17% | 22.44%-24.6pp | 38.78%-40.9pp | 27571.02%-27573.2pp |
| Employer contribution / active EE | $3,395 | $1,029+229.9% | $2,568+32.2% | $2,032+67.1% |
| Participant deferral / active EE | $0 | $1,838-100.0% | $3,537-100.0% | $3,224-100.0% |
| Admin fee / account holder | $78 | $103-24.1% | $4,561-98.3% | $110-29.5% |