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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 | $12,900 | $73,102-82.4% | $123,552-89.6% | $56,287-77.1% |
| Participation rate | 91.3% | 74.3%+17.0pp | 82.3%+9.0pp | 69.9%+21.4pp |
| Annual return | -3.50% | 3.01%-6.5pp | 119.20%-122.7pp | -9.96%+6.5pp |
| Employer contribution / active EE | $5,170 | $2,977+73.7% | $4,628+11.7% | $2,111+144.9% |
| Participant deferral / active EE | $2,473 | $5,423-54.4% | $6,426-61.5% | $3,350-26.2% |
| Admin fee / account holder | $163 | $554-70.5% | $9,285-98.2% | $521-68.7% |