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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 | $4,034 | $63,314-93.6% | $91,004-95.6% | $62,293-93.5% |
| Participation rate | 89.2% | 73.3%+15.8pp | 75.6%+13.6pp | 69.5%+19.7pp |
| Annual return | 0.00% | 21.00%-21.0pp | 4.60%-4.6pp | 28.90%-28.9pp |
| Employer contribution / active EE | $3,538 | $1,807+95.8% | $2,456+44.1% | $2,042+73.3% |
| Participant deferral / active EE | $0 | $2,944-100.0% | $3,548-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $468-100.0% | $5,417-100.0% | $479-100.0% |