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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 | $6,701 | $46,732-85.7% | $156,551-95.7% | $55,167-87.9% |
| Participation rate | 86.2% | 65.8%+20.4pp | 84.0%+2.2pp | 69.0%+17.2pp |
| Annual return | 6.57% | 17.72%-11.1pp | 32.23%-25.7pp | 169.23%-162.7pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $880 | $2,204-60.1% | $4,871-81.9% | $3,054-71.2% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |