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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 | $10,900 | $46,072-76.3% | $69,779-84.4% | $55,167-80.2% |
| Participation rate | 91.4% | 67.5%+24.0pp | 71.8%+19.6pp | 69.0%+22.5pp |
| Annual return | 7.75% | 8.68%-0.9pp | 12.99%-5.2pp | 169.23%-161.5pp |
| Employer contribution / active EE | $600 | $1,500-60.0% | $2,338-74.3% | $1,963-69.4% |
| Participant deferral / active EE | $0 | $2,344-100.0% | $2,931-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $428-100.0% | $4,381-100.0% | $504-100.0% |