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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 | $2,694 | $79,694-96.6% | $96,161-97.2% | $79,393-96.6% |
| Participation rate | 98.4% | 54.0%+44.4pp | 68.4%+29.9pp | 70.7%+27.7pp |
| Annual return | 1.06% | 40.84%-39.8pp | 192.01%-190.9pp | 116.87%-115.8pp |
| Employer contribution / active EE | $1,068 | $1,443-26.0% | $2,798-61.8% | $2,428-56.0% |
| Participant deferral / active EE | $0 | $2,539-100.0% | $4,349-100.0% | $4,046-100.0% |
| Admin fee / account holder | $68 | $630-89.2% | $5,538-98.8% | $627-89.2% |