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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 | $6,077 | $39,132-84.5% | $57,196-89.4% | $62,881-90.3% |
| Participation rate | 79.5% | 70.5%+9.0pp | 75.3%+4.1pp | 69.3%+10.1pp |
| Annual return | 4.87% | 9.24%-4.4pp | 14.59%-9.7pp | 20.14%-15.3pp |
| Employer contribution / active EE | $894 | $1,874-52.3% | $2,683-66.7% | $2,281-60.8% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |