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 | $13,100 | $45,283-71.1% | $155,789-91.6% | $52,331-75.0% |
| Participation rate | 80.5% | 62.2%+18.3pp | 76.1%+4.4pp | 68.1%+12.4pp |
| Annual return | -1.43% | 1.80%-3.2pp | 71.54%-73.0pp | 4.54%-6.0pp |
| Employer contribution / active EE | $1,711 | $1,329+28.8% | $3,839-55.4% | $1,882-9.1% |
| Participant deferral / active EE | $1,071 | $2,854-62.5% | $4,798-77.7% | $3,022-64.6% |
| Admin fee / account holder | $0 | $981-100.0% | $7,477-100.0% | $592-100.0% |