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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 | $10,564 | $73,102-85.5% | $123,553-91.5% | $56,289-81.2% |
| Participation rate | 95.4% | 74.3%+21.1pp | 82.3%+13.1pp | 69.9%+25.6pp |
| Annual return | -0.33% | 3.01%-3.3pp | 119.21%-119.5pp | -9.96%+9.6pp |
| Employer contribution / active EE | $1,725 | $2,977-42.1% | $4,628-62.7% | $2,111-18.3% |
| Participant deferral / active EE | $6,308 | $5,423+16.3% | $6,426-1.8% | $3,350+88.3% |
| Admin fee / account holder | $5 | $554-99.1% | $9,284-99.9% | $521-99.0% |