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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 | $13,894 | $52,884-73.7% | $84,753-83.6% | $55,167-74.8% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 4.98% | 18.03%-13.1pp | 22.78%-17.8pp | 169.23%-164.3pp |
| Employer contribution / active EE | $7,554 | $2,233+238.2% | $3,574+111.3% | $1,963+284.9% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $33 | $581-94.3% | $5,333-99.4% | $504-93.4% |