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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 | $24,450 | $68,408-64.3% | $57,196-57.3% | $57,658-57.6% |
| Participation rate | 77.3% | 79.1%-1.9pp | 75.3%+2.0pp | 70.2%+7.1pp |
| Annual return | 0.27% | 8.51%-8.2pp | 14.59%-14.3pp | 5.13%-4.9pp |
| Employer contribution / active EE | $2,107 | $2,869-26.6% | $2,683-21.5% | $1,974+6.7% |
| Participant deferral / active EE | $2,706 | $2,903-6.8% | $3,096-12.6% | $3,061-11.6% |
| Admin fee / account holder | $149 | $70+114.3% | $3,141-95.2% | $95+57.9% |