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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 | $11,025 | $58,895-81.3% | $178,503-93.8% | $73,497-85.0% |
| Participation rate | 88.0% | 66.2%+21.7pp | 81.9%+6.0pp | 70.7%+17.3pp |
| Annual return | 8.08% | 24.86%-16.8pp | 151.12%-143.0pp | 28.51%-20.4pp |
| Employer contribution / active EE | $564 | $2,236-74.8% | $5,011-88.7% | $2,270-75.2% |
| Participant deferral / active EE | $2,402 | $2,567-6.4% | $5,202-53.8% | $3,740-35.8% |
| Admin fee / account holder | $18 | $400-95.4% | $13,987-99.9% | $513-96.4% |