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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.
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 | $2,553 | $28,109-90.9% | $71,089-96.4% | $56,289-95.5% |
| Participation rate | 98.2% | 40.4%+57.8pp | 54.6%+43.6pp | 69.9%+28.4pp |
| Annual return | -13.04% | -615.05%+602.0pp | 650.65%-663.7pp | -9.96%-3.1pp |
| Employer contribution / active EE | $180 | $558-67.7% | $1,088-83.4% | $2,111-91.5% |
| Participant deferral / active EE | $1,482 | $1,116+32.8% | $1,873-20.8% | $3,350-55.8% |
| Admin fee / account holder | $7 | $585-98.9% | $3,082-99.8% | $521-98.7% |