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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 | $13,969 | $88,324-84.2% | $115,038-87.9% | $55,191-74.7% |
| Participation rate | 99.2% | 72.5%+26.7pp | 81.4%+17.8pp | 69.2%+30.0pp |
| Annual return | 4.71% | 6.30%-1.6pp | 26.14%-21.4pp | 10.78%-6.1pp |
| Employer contribution / active EE | $2,327 | $2,805-17.0% | $4,608-49.5% | $1,899+22.5% |
| Participant deferral / active EE | $2,327 | $5,042-53.9% | $6,026-61.4% | $3,046-23.6% |
| Admin fee / account holder | $0 | $105-100.0% | $8,175-100.0% | $91-100.0% |