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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 | $9,047 | $45,050-79.9% | $63,018-85.6% | $70,126-87.1% |
| Participation rate | 94.4% | 69.5%+24.9pp | 74.8%+19.6pp | 69.5%+24.9pp |
| Annual return | 16.44% | 18.76%-2.3pp | 87.62%-71.2pp | 73.15%-56.7pp |
| Employer contribution / active EE | $2,009 | $2,052-2.1% | $2,761-27.2% | $2,343-14.3% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $29 | $2,834-99.0% | $3,601-99.2% | $4,645-99.4% |