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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 | $24,027 | $69,383-65.4% | $101,264-76.3% | $73,493-67.3% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 15.04% | 18.46%-3.4pp | 46.48%-31.4pp | 28.51%-13.5pp |
| Employer contribution / active EE | $1,041 | $2,628-60.4% | $3,660-71.5% | $2,270-54.1% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $7 | $704-99.0% | $5,947-99.9% | $513-98.7% |