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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 | $9,132 | $57,976-84.2% | $63,018-85.5% | $62,293-85.3% |
| Participation rate | 82.2% | 75.9%+6.3pp | 74.8%+7.4pp | 69.5%+12.7pp |
| Annual return | 20.34% | 17.54%+2.8pp | 87.62%-67.3pp | 28.90%-8.6pp |
| Employer contribution / active EE | $455 | $2,415-81.1% | $2,761-83.5% | $2,042-77.7% |
| Participant deferral / active EE | $1,448 | $2,956-51.0% | $3,330-56.5% | $3,169-54.3% |
| Admin fee / account holder | $37 | $276-86.7% | $3,601-99.0% | $479-92.3% |