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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 | $10,254 | $52,967-80.6% | $172,753-94.1% | $65,186-84.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 16.07% | 30.12%-14.1pp | 803.00%-786.9pp | 29.39%-13.3pp |
| Employer contribution / active EE | $1,107 | $2,190-49.4% | $5,144-78.5% | $2,177-49.1% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $2 | $472-99.7% | $13,956-100.0% | $847-99.8% |