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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 | $2,500 | $263,825-99.1% | $103,000-97.6% | $263,825-99.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 100.0%0pp | 78.8%+21.2pp |
| Annual return | 0.00% | 13.08%-13.1pp | 22.96%-23.0pp | 13.08%-13.1pp |
| Employer contribution / active EE | $0 | $11,436-100.0% | $6,102-100.0% | $11,436-100.0% |
| Participant deferral / active EE | $0 | $5,893-100.0% | $4,172-100.0% | $5,893-100.0% |
| Admin fee / account holder | $0 | $32,179-100.0% | $185-100.0% | $32,179-100.0% |