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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 | $9,636 | $36,916-73.9% | $156,551-93.8% | $57,658-83.3% |
| Participation rate | 93.3% | 63.4%+29.9pp | 84.0%+9.3pp | 70.2%+23.1pp |
| Annual return | 5.51% | 12.38%-6.9pp | 32.23%-26.7pp | 5.13%+0.4pp |
| Employer contribution / active EE | $457 | $1,571-70.9% | $5,501-91.7% | $1,974-76.8% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $82-100.0% | $13,028-100.0% | $95-100.0% |