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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 | $7,238 | $46,360-84.4% | $147,617-95.1% | $52,331-86.2% |
| Participation rate | 86.4% | 64.9%+21.5pp | 84.6%+1.8pp | 68.1%+18.3pp |
| Annual return | 5.04% | 1.62%+3.4pp | 61.98%-56.9pp | 4.54%+0.5pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $807 | $2,258-64.3% | $4,895-83.5% | $3,022-73.3% |
| Admin fee / account holder | $0 | $766-100.0% | $11,612-100.0% | $592-100.0% |