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Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $63,185 | $72,273-12.6% | $101,275-37.6% | $79,856-20.9% |
| Participation rate | 90.0% | 68.5%+21.5pp | 75.8%+14.2pp | 69.6%+20.4pp |
| Annual return | -14.35% | 22.30%-36.6pp | 46.48%-60.8pp | 31.71%-46.1pp |
| Employer contribution / active EE | $13,150 | $2,691+388.6% | $3,660+259.3% | $2,471+432.1% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $4,401-100.0% | $5,948-100.0% | $5,306-100.0% |