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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 | $11,378 | $44,873-74.6% | $79,466-85.7% | $56,287-79.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 73.3%+26.7pp | 69.9%+30.1pp |
| Annual return | 5.71% | 0.81%+4.9pp | 718.28%-712.6pp | -9.96%+15.7pp |
| Employer contribution / active EE | $1,798 | $2,140-16.0% | $2,800-35.8% | $2,111-14.8% |
| Participant deferral / active EE | $433 | $2,746-84.2% | $3,704-88.3% | $3,350-87.1% |
| Admin fee / account holder | $10 | $418-97.5% | $5,104-99.8% | $521-98.0% |