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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 | $8,552 | $47,977-82.2% | $154,108-94.5% | $56,289-84.8% |
| Participation rate | 94.2% | 66.2%+28.1pp | 83.0%+11.2pp | 69.9%+24.4pp |
| Annual return | -3.30% | 3.54%-6.8pp | 735.21%-738.5pp | -9.96%+6.7pp |
| Employer contribution / active EE | $1,063 | $2,169-51.0% | $5,298-79.9% | $2,111-49.7% |
| Participant deferral / active EE | $631 | $2,392-73.6% | $5,081-87.6% | $3,350-81.2% |
| Admin fee / account holder | $12 | $438-97.4% | $13,411-99.9% | $521-97.8% |