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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 | $11,402 | $57,352-80.1% | $83,831-86.4% | $64,173-82.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -10.78% | 11.38%-22.2pp | 850.99%-861.8pp | 7.63%-18.4pp |
| Employer contribution / active EE | $2,613 | $2,546+2.7% | $3,631-28.0% | $2,381+9.8% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,479-100.0% | $4,887-100.0% |