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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 | $24,079 | $88,122-72.7% | $141,197-82.9% | $67,582-64.4% |
| Participation rate | 94.9% | 76.5%+18.5pp | 82.5%+12.5pp | 71.3%+23.7pp |
| Annual return | 31.42% | 75.40%-44.0pp | 71.41%-40.0pp | 378.57%-347.1pp |
| Employer contribution / active EE | $1,471 | $3,224-54.4% | $4,736-68.9% | $2,148-31.5% |
| Participant deferral / active EE | $3,438 | $5,958-42.3% | $6,710-48.8% | $3,539-2.9% |
| Admin fee / account holder | $11 | $131-91.8% | $10,265-99.9% | $142-92.5% |