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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 | $8,789 | $47,977-81.7% | $154,111-94.3% | $56,287-84.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | 5.49% | 3.54%+2.0pp | 735.18%-729.7pp | -9.96%+15.4pp |
| Employer contribution / active EE | $794 | $2,169-63.4% | $5,298-85.0% | $2,111-62.4% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $7 | $438-98.3% | $13,411-99.9% | $521-98.6% |