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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 | $11,607 | $84,236-86.2% | $170,435-93.2% | $70,126-83.4% |
| Participation rate | 84.1% | 70.8%+13.3pp | 83.6%+0.5pp | 69.5%+14.6pp |
| Annual return | 14.80% | 23.06%-8.3pp | 205.94%-191.1pp | 73.15%-58.3pp |
| Employer contribution / active EE | $1,022 | $3,387-69.8% | $5,432-81.2% | $2,343-56.4% |
| Participant deferral / active EE | $992 | $3,086-67.9% | $4,939-79.9% | $3,332-70.2% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |