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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 | $19,627 | $64,909-69.8% | $82,312-76.2% | $62,293-68.5% |
| Participation rate | 98.7% | 74.9%+23.8pp | 76.9%+21.8pp | 69.5%+29.1pp |
| Annual return | 18.95% | 21.18%-2.2pp | 25.88%-6.9pp | 28.90%-9.9pp |
| Employer contribution / active EE | $1,786 | $1,676+6.5% | $2,428-26.5% | $2,042-12.6% |
| Participant deferral / active EE | $2,181 | $3,103-29.7% | $3,706-41.2% | $3,169-31.2% |
| Admin fee / account holder | $118 | $440-73.1% | $5,608-97.9% | $479-75.4% |