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 | $14,547 | $50,898-71.4% | $171,082-91.5% | $55,167-73.6% |
| Participation rate | 81.3% | 63.3%+18.0pp | 76.7%+4.6pp | 69.0%+12.3pp |
| Annual return | 8.64% | 15.34%-6.7pp | 32.56%-23.9pp | 169.23%-160.6pp |
| Employer contribution / active EE | $1,581 | $1,433+10.3% | $4,002-60.5% | $1,963-19.4% |
| Participant deferral / active EE | $1,108 | $2,994-63.0% | $4,797-76.9% | $3,054-63.7% |
| Admin fee / account holder | $0 | $500-100.0% | $8,520-100.0% | $504-100.0% |