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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 | $16,139 | $51,769-68.8% | $57,356-71.9% | $52,331-69.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 75.1%+24.9pp | 68.1%+31.9pp |
| Annual return | -2.76% | 2.43%-5.2pp | 24.41%-27.2pp | 4.54%-7.3pp |
| Employer contribution / active EE | $1,509 | $2,335-35.4% | $2,689-43.9% | $1,882-19.8% |
| Participant deferral / active EE | $1,016 | $2,794-63.7% | $3,162-67.9% | $3,022-66.4% |
| Admin fee / account holder | $128 | $295-56.6% | $3,357-96.2% | $592-78.4% |