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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 | $16,920 | $75,388-77.6% | $123,552-86.3% | $55,725-69.6% |
| Participation rate | 88.3% | 75.7%+12.6pp | 82.3%+6.0pp | 70.9%+17.5pp |
| Annual return | 3.43% | 4.48%-1.1pp | 119.20%-115.8pp | 244.93%-241.5pp |
| Employer contribution / active EE | $3,055 | $3,063-0.3% | $4,628-34.0% | $2,078+47.0% |
| Participant deferral / active EE | $5,030 | $5,651-11.0% | $6,426-21.7% | $3,356+49.9% |
| Admin fee / account holder | $3 | $120-97.4% | $9,285-100.0% | $115-97.3% |