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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 | $2,362 | $33,067-92.9% | $76,518-96.9% | $56,289-95.8% |
| Participation rate | 100.0% | 55.4%+44.6pp | 68.0%+32.0pp | 69.9%+30.1pp |
| Annual return | -1.76% | 2.72%-4.5pp | -0.27%-1.5pp | -9.96%+8.2pp |
| Employer contribution / active EE | $4,228 | $1,200+252.3% | $2,647+59.7% | $2,111+100.3% |
| Participant deferral / active EE | $0 | $2,240-100.0% | $3,836-100.0% | $3,350-100.0% |
| Admin fee / account holder | $165 | $537-69.2% | $4,849-96.6% | $521-68.3% |