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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 | $2,461 | $38,365-93.6% | $84,628-97.1% | $65,185-96.2% |
| Participation rate | 98.6% | 55.7%+42.9pp | 68.2%+30.4pp | 70.2%+28.4pp |
| Annual return | -3.62% | 32.00%-35.6pp | 258.80%-262.4pp | 29.38%-33.0pp |
| Employer contribution / active EE | $1,690 | $1,258+34.3% | $2,653-36.3% | $2,177-22.4% |
| Participant deferral / active EE | $0 | $2,278-100.0% | $3,900-100.0% | $3,514-100.0% |
| Admin fee / account holder | $86 | $451-80.9% | $4,914-98.2% | $847-89.8% |