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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 | $7,335 | $37,196-80.3% | $154,114-95.2% | $55,725-86.8% |
| Participation rate | 99.6% | 64.1%+35.5pp | 83.0%+16.6pp | 70.9%+28.8pp |
| Annual return | -3.68% | 1319.68%-1323.4pp | 735.16%-738.8pp | 244.93%-248.6pp |
| Employer contribution / active EE | $374 | $1,614-76.8% | $5,298-92.9% | $2,078-82.0% |
| Participant deferral / active EE | $1,191 | $2,068-42.4% | $5,081-76.5% | $3,356-64.5% |
| Admin fee / account holder | $0 | $102-100.0% | $13,411-100.0% | $115-100.0% |