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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 | $18,143 | $59,186-69.3% | $76,768-76.4% | $56,287-67.8% |
| Participation rate | 82.2% | 75.2%+7.0pp | 77.0%+5.3pp | 69.9%+12.4pp |
| Annual return | -1.40% | 6.62%-8.0pp | 2.43%-3.8pp | -9.96%+8.6pp |
| Employer contribution / active EE | $817 | $1,759-53.6% | $2,485-67.1% | $2,111-61.3% |
| Participant deferral / active EE | $2,651 | $3,255-18.6% | $3,852-31.2% | $3,350-20.9% |
| Admin fee / account holder | $14 | $489-97.1% | $6,675-99.8% | $521-97.2% |