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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 | $20,926 | $66,302-68.4% | $110,243-81.0% | $56,289-62.8% |
| Participation rate | 86.5% | 74.9%+11.6pp | 79.8%+6.7pp | 69.9%+16.7pp |
| Annual return | 1.34% | -1.18%+2.5pp | 314.76%-313.4pp | -9.96%+11.3pp |
| Employer contribution / active EE | $2,207 | $2,047+7.8% | $3,827-42.3% | $2,111+4.5% |
| Participant deferral / active EE | $3,902 | $3,381+15.4% | $4,672-16.5% | $3,350+16.5% |
| Admin fee / account holder | $0 | $698-100.0% | $8,548-100.0% | $521-100.0% |