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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 | $13,885 | $66,124-79.0% | $90,430-84.6% | $73,493-81.1% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 9.94% | 17.65%-7.7pp | 1293.73%-1283.8pp | 28.51%-18.6pp |
| Employer contribution / active EE | $726 | $2,346-69.0% | $3,262-77.7% | $2,270-68.0% |
| Participant deferral / active EE | $1,010 | $3,039-66.8% | $3,963-74.5% | $3,740-73.0% |
| Admin fee / account holder | $108 | $396-72.8% | $5,613-98.1% | $513-79.0% |