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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 | $6,912 | $45,043-84.7% | $63,005-89.0% | $70,124-90.1% |
| Participation rate | 77.3% | 69.5%+7.8pp | 74.8%+2.5pp | 69.5%+7.7pp |
| Annual return | 12.02% | 18.76%-6.7pp | 87.59%-75.6pp | 73.14%-61.1pp |
| Employer contribution / active EE | $851 | $2,052-58.5% | $2,760-69.2% | $2,342-63.7% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $2,833-100.0% | $3,599-100.0% | $4,645-100.0% |