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Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $13,220 | $47,977-72.4% | $154,111-91.4% | $56,287-76.5% |
| Participation rate | 87.1% | 66.2%+21.0pp | 83.0%+4.1pp | 69.9%+17.3pp |
| Annual return | -10.45% | 3.54%-14.0pp | 735.18%-745.6pp | -9.96%-0.5pp |
| Employer contribution / active EE | $739 | $2,169-65.9% | $5,298-86.0% | $2,111-65.0% |
| Participant deferral / active EE | $843 | $2,392-64.7% | $5,081-83.4% | $3,350-74.8% |
| Admin fee / account holder | $15 | $438-96.5% | $13,411-99.9% | $521-97.1% |