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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.
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 | $7,393 | $47,977-84.6% | $154,108-95.2% | $56,289-86.9% |
| Participation rate | 95.9% | 66.2%+29.7pp | 83.0%+12.8pp | 69.9%+26.0pp |
| Annual return | -6.43% | 3.54%-10.0pp | 735.21%-741.6pp | -9.96%+3.5pp |
| Employer contribution / active EE | $544 | $2,169-74.9% | $5,298-89.7% | $2,111-74.2% |
| Participant deferral / active EE | $314 | $2,392-86.9% | $5,081-93.8% | $3,350-90.6% |
| Admin fee / account holder | $4 | $438-99.1% | $13,411-100.0% | $521-99.2% |