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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 | $11,639 | $54,320-78.6% | $67,652-82.8% | $52,331-77.8% |
| Participation rate | 97.9% | 73.6%+24.3pp | 75.7%+22.3pp | 68.1%+29.8pp |
| Annual return | 19.40% | 6.81%+12.6pp | 6625.40%-6606.0pp | 4.54%+14.9pp |
| Employer contribution / active EE | $1,690 | $1,544+9.5% | $2,266-25.4% | $1,882-10.2% |
| Participant deferral / active EE | $2,283 | $2,950-22.6% | $3,560-35.9% | $3,022-24.5% |
| Admin fee / account holder | $70 | $527-86.6% | $4,821-98.5% | $592-88.1% |