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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 | $9,326 | $43,423-78.5% | $78,676-88.1% | $55,167-83.1% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 6.77% | 11.53%-4.8pp | 62.19%-55.4pp | 169.23%-162.5pp |
| Employer contribution / active EE | $1,762 | $1,997-11.8% | $2,850-38.2% | $1,963-10.2% |
| Participant deferral / active EE | $370 | $2,509-85.3% | $3,517-89.5% | $3,054-87.9% |
| Admin fee / account holder | $11 | $416-97.4% | $4,510-99.8% | $504-97.9% |