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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $8,249 | $73,102-88.7% | $123,553-93.3% | $56,289-85.3% |
| Participation rate | 86.4% | 74.3%+12.1pp | 82.3%+4.1pp | 69.9%+16.6pp |
| Annual return | 8.72% | 3.01%+5.7pp | 119.21%-110.5pp | -9.96%+18.7pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,814 | $5,423-11.2% | $6,426-25.1% | $3,350+43.7% |
| Admin fee / account holder | $20 | $554-96.4% | $9,284-99.8% | $521-96.1% |