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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 | $24,130 | $69,383-65.2% | $101,275-76.2% | $73,497-67.2% |
| Participation rate | 99.2% | 68.4%+30.9pp | 75.8%+23.4pp | 70.7%+28.6pp |
| Annual return | 7.33% | 18.46%-11.1pp | 46.48%-39.2pp | 28.51%-21.2pp |
| Employer contribution / active EE | $2,873 | $2,628+9.3% | $3,660-21.5% | $2,270+26.6% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,948-100.0% | $513-100.0% |