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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 | $7,983 | $63,346-87.4% | $92,240-91.3% | $70,126-88.6% |
| Participation rate | 79.5% | 68.7%+10.9pp | 76.5%+3.1pp | 69.5%+10.0pp |
| Annual return | 16.88% | 530.19%-513.3pp | 176.29%-159.4pp | 73.15%-56.3pp |
| Employer contribution / active EE | $570 | $2,471-76.9% | $3,680-84.5% | $2,343-75.7% |
| Participant deferral / active EE | $1,960 | $2,854-31.3% | $3,897-49.7% | $3,332-41.2% |
| Admin fee / account holder | $168 | $3,841-95.6% | $5,194-96.8% | $4,645-96.4% |