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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 | $14,215 | $73,102-80.6% | $123,553-88.5% | $56,289-74.7% |
| Participation rate | 73.6% | 74.3%-0.7pp | 82.3%-8.7pp | 69.9%+3.8pp |
| Annual return | -10.15% | 3.01%-13.2pp | 119.21%-129.4pp | -9.96%-0.2pp |
| Employer contribution / active EE | $2,397 | $2,977-19.5% | $4,628-48.2% | $2,111+13.5% |
| Participant deferral / active EE | $3,707 | $5,423-31.6% | $6,426-42.3% | $3,350+10.7% |
| Admin fee / account holder | $0 | $554-100.0% | $9,284-100.0% | $521-100.0% |