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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 | $8,988 | $47,977-81.3% | $154,114-94.2% | $56,287-84.0% |
| Participation rate | 71.4% | 66.2%+5.2pp | 83.0%-11.7pp | 69.9%+1.5pp |
| Annual return | 9.22% | 3.54%+5.7pp | 735.16%-725.9pp | -9.96%+19.2pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,343 | $2,392-43.9% | $5,081-73.6% | $3,350-59.9% |
| Admin fee / account holder | $16 | $438-96.5% | $13,411-99.9% | $521-97.0% |