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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 | $8,658 | $44,873-80.7% | $79,466-89.1% | $56,287-84.6% |
| Participation rate | 97.7% | 68.7%+28.9pp | 73.3%+24.3pp | 69.9%+27.8pp |
| Annual return | -2.22% | 0.81%-3.0pp | 718.28%-720.5pp | -9.96%+7.7pp |
| Employer contribution / active EE | $1,090 | $2,140-49.1% | $2,800-61.1% | $2,111-48.4% |
| Participant deferral / active EE | $1,538 | $2,746-44.0% | $3,704-58.5% | $3,350-54.1% |
| Admin fee / account holder | $0 | $418-100.0% | $5,104-100.0% | $521-100.0% |