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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 | $16,923 | $54,320-68.8% | $67,652-75.0% | $52,331-67.7% |
| Participation rate | 86.3% | 73.6%+12.7pp | 75.7%+10.6pp | 68.1%+18.2pp |
| Annual return | -0.60% | 6.81%-7.4pp | 6625.40%-6626.0pp | 4.54%-5.1pp |
| Employer contribution / active EE | $1,639 | $1,544+6.1% | $2,266-27.7% | $1,882-12.9% |
| Participant deferral / active EE | $2,110 | $2,950-28.5% | $3,560-40.7% | $3,022-30.2% |
| Admin fee / account holder | $37 | $527-93.0% | $4,821-99.2% | $592-93.7% |