Filed October 13, 2017
Total covered: 15 employees
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,567 | $80,005-69.3% | $140,019-82.5% | $55,725-55.9% |
| Participation rate | 94.6% | 87.0%+7.6pp | 87.5%+7.1pp | 70.9%+23.8pp |
| Annual return | 2.84% | 0.46%+2.4pp | 651.17%-648.3pp | 244.93%-242.1pp |
| Employer contribution / active EE | $570 | $3,403-83.3% | $5,605-89.8% | $2,078-72.6% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $10,705-100.0% | $115-100.0% |