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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 | $5,786 | $57,921-90.0% | $84,753-93.2% | $57,658-90.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 4.39% | 10.24%-5.8pp | 22.78%-18.4pp | 5.13%-0.7pp |
| Employer contribution / active EE | $1,632 | $2,598-37.2% | $3,574-54.3% | $1,974-17.3% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $3 | $130-97.4% | $5,333-99.9% | $95-96.4% |