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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 | $15,756 | $57,976-72.8% | $63,018-75.0% | $62,293-74.7% |
| Participation rate | 98.8% | 75.9%+22.9pp | 74.8%+24.0pp | 69.5%+29.3pp |
| Annual return | 13.87% | 17.54%-3.7pp | 87.62%-73.7pp | 28.90%-15.0pp |
| Employer contribution / active EE | $1,617 | $2,415-33.1% | $2,761-41.4% | $2,042-20.8% |
| Participant deferral / active EE | $797 | $2,956-73.0% | $3,330-76.1% | $3,169-74.9% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |