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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 | $11,426 | $75,962-85.0% | $154,111-92.6% | $64,173-82.2% |
| Participation rate | 93.6% | 70.4%+23.2pp | 83.0%+10.6pp | 69.6%+24.0pp |
| Annual return | -3.87% | 30.32%-34.2pp | 735.18%-739.1pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,001 | $3,350-70.1% | $5,298-81.1% | $2,381-58.0% |
| Participant deferral / active EE | $1,138 | $3,175-64.2% | $5,081-77.6% | $3,470-67.2% |
| Admin fee / account holder | $0 | $5,589-100.0% | $13,411-100.0% | $4,887-100.0% |