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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 | $2,798 | $43,133-93.5% | $89,435-96.9% | $73,497-96.2% |
| Participation rate | 98.7% | 55.0%+43.7pp | 68.0%+30.7pp | 70.7%+28.0pp |
| Annual return | -2.07% | 135.66%-137.7pp | 245.55%-247.6pp | 28.51%-30.6pp |
| Employer contribution / active EE | $1,354 | $1,438-5.8% | $2,587-47.7% | $2,270-40.4% |
| Participant deferral / active EE | $0 | $2,445-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $86 | $444-80.7% | $4,884-98.2% | $513-83.3% |