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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 | $3,682 | $36,916-90.0% | $156,551-97.6% | $57,658-93.6% |
| Participation rate | 90.0% | 63.4%+26.6pp | 84.0%+6.0pp | 70.2%+19.8pp |
| Annual return | 0.80% | 12.38%-11.6pp | 32.23%-31.4pp | 5.13%-4.3pp |
| Employer contribution / active EE | $698 | $1,571-55.5% | $5,501-87.3% | $1,974-64.6% |
| Participant deferral / active EE | $1,490 | $1,926-22.6% | $4,871-69.4% | $3,061-51.3% |
| Admin fee / account holder | $0 | $82-100.0% | $13,028-100.0% | $95-100.0% |