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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 | $18,256 | $74,347-75.4% | $93,621-80.5% | $67,582-73.0% |
| Participation rate | 99.3% | 80.6%+18.7pp | 75.8%+23.4pp | 71.3%+28.0pp |
| Annual return | 19.63% | 28.07%-8.4pp | 32.76%-13.1pp | 378.57%-358.9pp |
| Employer contribution / active EE | $1,318 | $2,583-49.0% | $2,719-51.5% | $2,148-38.6% |
| Participant deferral / active EE | $2,217 | $4,060-45.4% | $4,070-45.5% | $3,539-37.4% |
| Admin fee / account holder | $73 | $123-40.3% | $7,890-99.1% | $142-48.5% |