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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 | $19,267 | $56,640-66.0% | $78,002-75.3% | $55,167-65.1% |
| Participation rate | 98.5% | 73.3%+25.1pp | 75.5%+22.9pp | 69.0%+29.5pp |
| Annual return | 5.88% | 2868.48%-2862.6pp | 425.99%-420.1pp | 169.23%-163.3pp |
| Employer contribution / active EE | $2,537 | $1,724+47.2% | $2,470+2.7% | $1,963+29.3% |
| Participant deferral / active EE | $1,300 | $2,778-53.2% | $3,497-62.8% | $3,054-57.5% |
| Admin fee / account holder | $57 | $467-87.8% | $5,481-99.0% | $504-88.7% |