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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 | $33,106 | $81,474-59.4% | $133,971-75.3% | $73,493-55.0% |
| Participation rate | 75.0% | 76.4%-1.4pp | 79.8%-4.8pp | 70.7%+4.3pp |
| Annual return | 25.76% | 19.40%+6.4pp | 45.09%-19.3pp | 28.51%-2.8pp |
| Employer contribution / active EE | $1,950 | $2,209-11.7% | $3,919-50.2% | $2,270-14.1% |
| Participant deferral / active EE | $3,610 | $3,786-4.7% | $5,047-28.5% | $3,740-3.5% |
| Admin fee / account holder | $38 | $713-94.6% | $8,929-99.6% | $513-92.5% |