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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 | $14,266 | $73,102-80.5% | $123,552-88.5% | $56,287-74.7% |
| Participation rate | 76.0% | 74.3%+1.7pp | 82.3%-6.3pp | 69.9%+6.1pp |
| Annual return | -3.74% | 3.01%-6.7pp | 119.20%-122.9pp | -9.96%+6.2pp |
| Employer contribution / active EE | $2,990 | $2,977+0.4% | $4,628-35.4% | $2,111+41.6% |
| Participant deferral / active EE | $847 | $5,423-84.4% | $6,426-86.8% | $3,350-74.7% |
| Admin fee / account holder | $31 | $554-94.3% | $9,285-99.7% | $521-94.0% |