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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 | $12,203 | $65,072-81.2% | $66,439-81.6% | $65,306-81.3% |
| Participation rate | 99.5% | 69.1%+30.5pp | 74.5%+25.0pp | 57.7%+41.9pp |
| Annual return | 10.48% | 21.50%-11.0pp | 757.66%-747.2pp | 21.94%-11.5pp |
| Employer contribution / active EE | $1,759 | $2,475-28.9% | $2,637-33.3% | $1,967-10.6% |
| Participant deferral / active EE | $541 | $3,234-83.3% | $3,876-86.1% | $2,959-81.7% |
| Admin fee / account holder | $27 | $1,323-98.0% | $6,173-99.6% | $3,480-99.2% |