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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 | $10,566 | $55,453-80.9% | $170,435-93.8% | $62,293-83.0% |
| Participation rate | 90.3% | 66.4%+24.0pp | 83.6%+6.7pp | 69.5%+20.8pp |
| Annual return | 13.25% | 21.38%-8.1pp | 205.94%-192.7pp | 28.90%-15.6pp |
| Employer contribution / active EE | $469 | $2,164-78.3% | $5,432-91.4% | $2,042-77.0% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $6 | $455-98.8% | $13,881-100.0% | $479-98.8% |