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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 | $7,850 | $43,338-81.9% | $59,887-86.9% | $64,173-87.8% |
| Participation rate | 77.9% | 69.2%+8.8pp | 74.7%+3.2pp | 69.6%+8.4pp |
| Annual return | -1.01% | -1.55%+0.5pp | 3.46%-4.5pp | 7.63%-8.6pp |
| Employer contribution / active EE | $544 | $2,030-73.2% | $2,722-80.0% | $2,381-77.1% |
| Participant deferral / active EE | $645 | $2,547-74.7% | $3,402-81.0% | $3,470-81.4% |
| Admin fee / account holder | $12 | $3,007-99.6% | $3,591-99.7% | $4,887-99.8% |