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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 | $12,787 | $52,884-75.8% | $84,753-84.9% | $55,167-76.8% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 5.30% | 18.03%-12.7pp | 22.78%-17.5pp | 169.23%-163.9pp |
| Employer contribution / active EE | $2,778 | $2,233+24.4% | $3,574-22.3% | $1,963+41.5% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $23 | $581-96.1% | $5,333-99.6% | $504-95.5% |