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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 | $21,139 | $65,376-67.7% | $87,104-75.7% | $65,185-67.6% |
| Participation rate | 83.4% | 75.3%+8.1pp | 76.9%+6.6pp | 70.2%+13.2pp |
| Annual return | 18.25% | 31.27%-13.0pp | 28.19%-9.9pp | 29.38%-11.1pp |
| Employer contribution / active EE | $1,507 | $1,822-17.3% | $2,521-40.2% | $2,177-30.8% |
| Participant deferral / active EE | $2,544 | $3,388-24.9% | $4,048-37.2% | $3,514-27.6% |
| Admin fee / account holder | $35 | $520-93.2% | $7,491-99.5% | $847-95.9% |