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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 | $15,122 | $71,873-79.0% | $86,698-82.6% | $68,490-77.9% |
| Participation rate | 96.5% | 72.2%+24.2pp | 76.6%+19.9pp | 67.9%+28.6pp |
| Annual return | 0.00% | 3.54%-3.5pp | 35.96%-36.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $21,773 | $2,173+901.8% | $2,837+667.5% | $2,597+738.5% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $6,110-100.0% | $7,492-100.0% | $5,403-100.0% |