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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 | $8,716 | $58,888-85.2% | $178,499-95.1% | $73,493-88.1% |
| Participation rate | 91.7% | 66.2%+25.5pp | 81.9%+9.8pp | 70.7%+21.0pp |
| Annual return | 12.32% | 24.86%-12.5pp | 151.10%-138.8pp | 28.51%-16.2pp |
| Employer contribution / active EE | $963 | $2,236-56.9% | $5,011-80.8% | $2,270-57.6% |
| Participant deferral / active EE | $885 | $2,568-65.5% | $5,202-83.0% | $3,740-76.3% |
| Admin fee / account holder | $9 | $400-97.8% | $13,986-99.9% | $513-98.3% |