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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 | $12,751 | $58,888-78.3% | $178,498-92.9% | $73,493-82.7% |
| Participation rate | 73.0% | 66.2%+6.8pp | 81.9%-8.9pp | 70.7%+2.4pp |
| Annual return | 16.35% | 24.86%-8.5pp | 151.09%-134.7pp | 28.51%-12.2pp |
| Employer contribution / active EE | $398 | $2,236-82.2% | $5,011-92.1% | $2,270-82.5% |
| Participant deferral / active EE | $338 | $2,568-86.8% | $5,202-93.5% | $3,740-90.9% |
| Admin fee / account holder | $18 | $400-95.5% | $13,985-99.9% | $513-96.5% |