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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $5,901 | $47,977-87.7% | $154,111-96.2% | $56,287-89.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -5.59% | 3.54%-9.1pp | 735.18%-740.8pp | -9.96%+4.4pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $829 | $2,392-65.3% | $5,081-83.7% | $3,350-75.2% |
| Admin fee / account holder | $58 | $438-86.7% | $13,411-99.6% | $521-88.9% |