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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 | $12,234 | $55,449-77.9% | $83,831-85.4% | $56,289-78.3% |
| Participation rate | 80.6% | 68.0%+12.5pp | 76.1%+4.4pp | 69.9%+10.7pp |
| Annual return | -8.82% | -1.38%-7.4pp | 850.99%-859.8pp | -9.96%+1.1pp |
| Employer contribution / active EE | $2,021 | $2,430-16.9% | $3,631-44.4% | $2,111-4.3% |
| Participant deferral / active EE | $1,911 | $2,935-34.9% | $4,082-53.2% | $3,350-43.0% |
| Admin fee / account holder | $23 | $656-96.5% | $5,479-99.6% | $521-95.5% |