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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 | $7,442 | $38,925-80.9% | $73,836-89.9% | $55,191-86.5% |
| Participation rate | 100.0% | 66.0%+34.0pp | 73.4%+26.6pp | 69.2%+30.8pp |
| Annual return | 0.73% | 6.31%-5.6pp | 2268.06%-2267.3pp | 10.78%-10.0pp |
| Employer contribution / active EE | $244 | $1,695-85.6% | $2,787-91.2% | $1,899-87.1% |
| Participant deferral / active EE | $582 | $2,351-75.3% | $3,583-83.8% | $3,046-80.9% |
| Admin fee / account holder | $19 | $83-76.8% | $4,882-99.6% | $91-78.9% |