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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 | $3,378 | $50,498-93.3% | $75,784-95.5% | $55,191-93.9% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | -0.81% | 1.80%-2.6pp | 9.68%-10.5pp | 10.78%-11.6pp |
| Employer contribution / active EE | $724 | $2,291-68.4% | $3,323-78.2% | $1,899-61.9% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $2 | $123-98.0% | $5,300-100.0% | $91-97.3% |