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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 | $9,465 | $47,977-80.3% | $154,114-93.9% | $56,287-83.2% |
| Participation rate | 72.6% | 66.2%+6.4pp | 83.0%-10.4pp | 69.9%+2.7pp |
| Annual return | -4.36% | 3.54%-7.9pp | 735.16%-739.5pp | -9.96%+5.6pp |
| Employer contribution / active EE | $363 | $2,169-83.3% | $5,298-93.2% | $2,111-82.8% |
| Participant deferral / active EE | $514 | $2,392-78.5% | $5,081-89.9% | $3,350-84.7% |
| Admin fee / account holder | $16 | $438-96.3% | $13,411-99.9% | $521-96.9% |