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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 | $4,543 | $46,173-90.2% | $170,435-97.3% | $69,631-93.5% |
| Participation rate | 84.2% | 63.9%+20.3pp | 83.6%+0.6pp | 70.7%+13.5pp |
| Annual return | 16.70% | 21.62%-4.9pp | 205.94%-189.2pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $789 | $1,610-51.0% | $5,432-85.5% | $2,032-61.2% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $3 | $116-97.6% | $13,881-100.0% | $110-97.5% |