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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 | $14,481 | $52,467-72.4% | $57,196-74.7% | $55,167-73.7% |
| Participation rate | 97.7% | 75.8%+21.9pp | 75.3%+22.4pp | 69.0%+28.7pp |
| Annual return | 0.67% | 7.72%-7.0pp | 14.59%-13.9pp | 169.23%-168.6pp |
| Employer contribution / active EE | $1,109 | $2,477-55.2% | $2,683-58.7% | $1,963-43.5% |
| Participant deferral / active EE | $1,527 | $2,830-46.1% | $3,096-50.7% | $3,054-50.0% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |