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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 | $10,563 | $35,949-70.6% | $88,632-88.1% | $65,186-83.8% |
| Participation rate | 77.3% | 56.4%+20.9pp | 68.8%+8.5pp | 70.2%+7.1pp |
| Annual return | 24.35% | 47.52%-23.2pp | 43.75%-19.4pp | 29.39%-5.0pp |
| Employer contribution / active EE | $0 | $1,047-100.0% | $2,101-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,038 | $1,870+62.5% | $2,917+4.1% | $3,514-13.6% |
| Admin fee / account holder | $24 | $496-95.3% | $4,308-99.5% | $847-97.2% |