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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 | $15,157 | $43,730-65.3% | $121,220-87.5% | $64,173-76.4% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.8%+28.2pp | 69.6%+30.4pp |
| Annual return | 1.47% | 68.94%-67.5pp | 16.94%-15.5pp | 7.63%-6.2pp |
| Employer contribution / active EE | $1,864 | $1,297+43.8% | $4,023-53.7% | $2,381-21.7% |
| Participant deferral / active EE | $4,028 | $2,281+76.6% | $3,345+20.4% | $3,470+16.1% |
| Admin fee / account holder | $75 | $3,502-97.8% | $5,021-98.5% | $4,887-98.5% |