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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 | $3,752 | $38,365-90.2% | $84,637-95.6% | $65,186-94.2% |
| Participation rate | 83.0% | 55.7%+27.3pp | 68.2%+14.8pp | 70.2%+12.8pp |
| Annual return | 0.00% | 32.00%-32.0pp | 258.82%-258.8pp | 29.39%-29.4pp |
| Employer contribution / active EE | $1,367 | $1,258+8.6% | $2,653-48.5% | $2,177-37.2% |
| Participant deferral / active EE | $1,915 | $2,278-16.0% | $3,900-50.9% | $3,514-45.5% |
| Admin fee / account holder | $4 | $451-99.1% | $4,914-99.9% | $847-99.5% |