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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 | $1,390 | $57,103-97.6% | $87,502-98.4% | $57,658-97.6% |
| Participation rate | 94.4% | 64.3%+30.1pp | 73.8%+20.6pp | 70.2%+24.2pp |
| Annual return | 0.00% | 12.71%-12.7pp | 12.21%-12.2pp | 5.13%-5.1pp |
| Employer contribution / active EE | $615 | $1,107-44.5% | $2,550-75.9% | $1,974-68.9% |
| Participant deferral / active EE | $764 | $2,250-66.0% | $3,149-75.7% | $3,061-75.0% |
| Admin fee / account holder | $0 | $281-99.8% | $4,221-100.0% | $95-99.5% |