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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 | $8,941 | $37,117-75.9% | $147,617-93.9% | $55,191-83.8% |
| Participation rate | 94.9% | 63.6%+31.3pp | 84.6%+10.3pp | 69.2%+25.8pp |
| Annual return | 2.20% | 3.44%-1.2pp | 61.98%-59.8pp | 10.78%-8.6pp |
| Employer contribution / active EE | $491 | $1,620-69.7% | $5,564-91.2% | $1,899-74.1% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $86-100.0% | $11,612-100.0% | $91-100.0% |