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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 | $11,224 | $67,602-83.4% | $82,312-86.4% | $70,126-84.0% |
| Participation rate | 79.5% | 72.8%+6.7pp | 76.9%+2.6pp | 69.5%+10.0pp |
| Annual return | 0.00% | 21.57%-21.6pp | 25.88%-25.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,268 | $1,755-27.7% | $2,428-47.8% | $2,343-45.9% |
| Participant deferral / active EE | $1,638 | $2,987-45.2% | $3,706-55.8% | $3,332-50.8% |
| Admin fee / account holder | $34 | $4,512-99.2% | $5,608-99.4% | $4,645-99.3% |