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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 | $18,031 | $55,002-67.2% | $59,899-69.9% | $56,289-68.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.7%+25.3pp | 69.9%+30.1pp |
| Annual return | -6.19% | 1.13%-7.3pp | 3.46%-9.7pp | -9.96%+3.8pp |
| Employer contribution / active EE | $1,698 | $2,448-30.6% | $2,723-37.6% | $2,111-19.6% |
| Participant deferral / active EE | $1,226 | $3,121-60.7% | $3,402-64.0% | $3,350-63.4% |
| Admin fee / account holder | $172 | $236-27.1% | $3,592-95.2% | $521-67.0% |