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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.
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 | $9,264 | $41,281-77.6% | $109,313-91.5% | $57,658-83.9% |
| Participation rate | 100.0% | 59.3%+40.7pp | 71.3%+28.7pp | 70.2%+29.8pp |
| Annual return | 4.35% | 8.97%-4.6pp | 22.07%-17.7pp | 5.13%-0.8pp |
| Employer contribution / active EE | $875 | $1,201-27.2% | $3,892-77.5% | $1,974-55.7% |
| Participant deferral / active EE | $0 | $2,223-100.0% | $3,166-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $75-100.0% | $5,666-100.0% | $95-100.0% |