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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 | $11,416 | $51,288-77.7% | $81,982-86.1% | $73,412-84.4% |
| Participation rate | 88.1% | 64.0%+24.1pp | 69.3%+18.8pp | 72.2%+15.9pp |
| Annual return | 0.00% | 29.48%-29.5pp | 41.31%-41.3pp | 59.30%-59.3pp |
| Employer contribution / active EE | $1,405 | $1,487-5.5% | $2,498-43.8% | $2,234-37.1% |
| Participant deferral / active EE | $0 | $2,715-100.0% | $3,722-100.0% | $3,806-100.0% |
| Admin fee / account holder | $3 | $125-97.8% | $5,665-100.0% | $158-98.2% |