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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 | $7,233 | $57,108-87.3% | $94,229-92.3% | $52,331-86.2% |
| Participation rate | 77.9% | 72.9%+4.9pp | 78.8%-0.9pp | 68.1%+9.8pp |
| Annual return | 0.00% | 1.47%-1.5pp | 10.68%-10.7pp | 4.54%-4.5pp |
| Employer contribution / active EE | $1,377 | $1,735-20.6% | $3,587-61.6% | $1,882-26.8% |
| Participant deferral / active EE | $2,170 | $3,040-28.6% | $4,320-49.8% | $3,022-28.2% |
| Admin fee / account holder | $0 | $546-100.0% | $6,269-100.0% | $592-100.0% |