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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $3,131 | $47,977-93.5% | $154,111-98.0% | $56,287-94.4% |
| Participation rate | 93.3% | 66.2%+27.1pp | 83.0%+10.3pp | 69.9%+23.4pp |
| Annual return | -2.01% | 3.54%-5.5pp | 735.18%-737.2pp | -9.96%+7.9pp |
| Employer contribution / active EE | $337 | $2,169-84.4% | $5,298-93.6% | $2,111-84.0% |
| Participant deferral / active EE | $491 | $2,392-79.5% | $5,081-90.3% | $3,350-85.3% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |