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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 | $15,543 | $60,165-74.2% | $74,184-79.0% | $55,167-71.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 7.37% | 10.00%-2.6pp | 17.74%-10.4pp | 169.23%-161.9pp |
| Employer contribution / active EE | $1,406 | $1,600-12.1% | $2,370-40.7% | $1,963-28.4% |
| Participant deferral / active EE | $2,496 | $2,973-16.0% | $3,550-29.7% | $3,054-18.3% |
| Admin fee / account holder | $58 | $419-86.3% | $5,586-99.0% | $504-88.6% |