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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 | $8,118 | $46,360-82.5% | $147,617-94.5% | $52,331-84.5% |
| Participation rate | 90.6% | 64.9%+25.6pp | 84.6%+5.9pp | 68.1%+22.5pp |
| Annual return | 5.45% | 1.62%+3.8pp | 61.98%-56.5pp | 4.54%+0.9pp |
| Employer contribution / active EE | $1,292 | $2,126-39.2% | $5,564-76.8% | $1,882-31.3% |
| Participant deferral / active EE | $2,571 | $2,258+13.9% | $4,895-47.5% | $3,022-14.9% |
| Admin fee / account holder | $6 | $766-99.2% | $11,612-99.9% | $592-98.9% |