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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 | $9,117 | $58,726-84.5% | $92,240-90.1% | $62,293-85.4% |
| Participation rate | 90.3% | 68.3%+21.9pp | 76.5%+13.8pp | 69.5%+20.8pp |
| Annual return | 21.14% | 43.62%-22.5pp | 176.29%-155.2pp | 28.90%-7.8pp |
| Employer contribution / active EE | $1,147 | $2,392-52.0% | $3,680-68.8% | $2,042-43.8% |
| Participant deferral / active EE | $2,222 | $2,766-19.7% | $3,897-43.0% | $3,169-29.9% |
| Admin fee / account holder | $85 | $556-84.7% | $5,194-98.4% | $479-82.2% |