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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 | $17,355 | $70,002-75.2% | $115,038-84.9% | $52,331-66.8% |
| Participation rate | 83.4% | 72.1%+11.3pp | 81.4%+2.1pp | 68.1%+15.3pp |
| Annual return | 0.00% | 4.04%-4.0pp | 26.14%-26.1pp | 4.54%-4.5pp |
| Employer contribution / active EE | $579 | $2,715-78.7% | $4,608-87.4% | $1,882-69.2% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |