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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 | $29,663 | $100,801-70.6% | $149,745-80.2% | $73,412-59.6% |
| Participation rate | 96.0% | 77.7%+18.3pp | 82.5%+13.5pp | 72.2%+23.8pp |
| Annual return | 19.14% | 265.34%-246.2pp | 276.72%-257.6pp | 59.30%-40.2pp |
| Employer contribution / active EE | $1,416 | $3,312-57.2% | $4,646-69.5% | $2,234-36.6% |
| Participant deferral / active EE | $3,360 | $6,404-47.5% | $6,843-50.9% | $3,806-11.7% |
| Admin fee / account holder | $17 | $181-90.7% | $9,312-99.8% | $158-89.4% |