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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 | $25,112 | $114,842-78.1% | $159,495-84.3% | $101,555-75.3% |
| Participation rate | 99.8% | 71.6%+28.1pp | 82.8%+16.9pp | 74.5%+25.2pp |
| Annual return | 16.25% | 22.90%-6.7pp | 263.72%-247.5pp | 21.00%-4.8pp |
| Employer contribution / active EE | $2,842 | $3,203-11.3% | $4,831-41.2% | $2,972-4.4% |
| Participant deferral / active EE | $0 | $6,336-100.0% | $7,354-100.0% | $4,874-100.0% |
| Admin fee / account holder | $0 | $80-99.9% | $10,804-100.0% | $139-99.9% |