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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 | $15,475 | $60,165-74.3% | $74,184-79.1% | $55,167-71.9% |
| Participation rate | 98.6% | 74.2%+24.5pp | 76.6%+22.0pp | 69.0%+29.6pp |
| Annual return | 12.47% | 10.00%+2.5pp | 17.74%-5.3pp | 169.23%-156.8pp |
| Employer contribution / active EE | $1,805 | $1,600+12.8% | $2,370-23.9% | $1,963-8.0% |
| Participant deferral / active EE | $2,168 | $2,973-27.1% | $3,550-38.9% | $3,054-29.0% |
| Admin fee / account holder | $109 | $419-74.1% | $5,586-98.1% | $504-78.4% |