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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 | $22,114 | $59,186-62.6% | $76,768-71.2% | $56,287-60.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -3.25% | 6.62%-9.9pp | 2.43%-5.7pp | -9.96%+6.7pp |
| Employer contribution / active EE | $1,349 | $1,759-23.3% | $2,485-45.7% | $2,111-36.1% |
| Participant deferral / active EE | $2,326 | $3,255-28.5% | $3,852-39.6% | $3,350-30.6% |
| Admin fee / account holder | $110 | $489-77.4% | $6,675-98.3% | $521-78.8% |