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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $287,292 | $64,909+342.6% | $82,312+249.0% | $62,293+361.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 7.78% | 21.18%-13.4pp | 25.88%-18.1pp | 28.90%-21.1pp |
| Employer contribution / active EE | $2,381 | $1,676+42.1% | $2,428-2.0% | $2,042+16.6% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $440-100.0% | $5,608-100.0% | $479-100.0% |