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Participant contribution per participant 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.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,640 | $88,874-85.8% | $123,553-89.8% | $75,289-83.2% |
| Participation rate | 99.5% | 75.9%+23.7pp | 82.3%+17.2pp | 72.4%+27.1pp |
| Annual return | 0.00% | 4.22%-4.2pp | 119.21%-119.2pp | -0.04%0pp |
| Employer contribution / active EE | $634 | $3,256-80.5% | $4,628-86.3% | $2,405-73.7% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $6,426-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $95-100.0% | $9,284-100.0% | $102-100.0% |