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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 | $14,411 | $48,570-70.3% | $130,660-89.0% | $72,976-80.3% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 15.27% | 38.63%-23.4pp | 1709.29%-1694.0pp | 81.02%-65.7pp |
| Employer contribution / active EE | $1,613 | $1,334+20.9% | $4,092-60.6% | $2,440-33.9% |
| Participant deferral / active EE | $3,932 | $2,384+64.9% | $3,603+9.1% | $3,608+9.0% |
| Admin fee / account holder | $101 | $3,549-97.2% | $5,463-98.2% | $5,124-98.0% |