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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 | $17,733 | $52,467-66.2% | $57,196-69.0% | $55,167-67.9% |
| Participation rate | 99.4% | 75.8%+23.6pp | 75.3%+24.1pp | 69.0%+30.4pp |
| Annual return | 0.44% | 7.72%-7.3pp | 14.59%-14.2pp | 169.23%-168.8pp |
| Employer contribution / active EE | $1,427 | $2,477-42.4% | $2,683-46.8% | $1,963-27.3% |
| Participant deferral / active EE | $0 | $2,830-100.0% | $3,096-100.0% | $3,054-100.0% |
| Admin fee / account holder | $23 | $269-91.4% | $3,141-99.3% | $504-95.4% |