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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 | $17,302 | $155,795-88.9% | $136,298-87.3% | $69,631-75.2% |
| Participation rate | 98.1% | 75.2%+22.9pp | 81.9%+16.2pp | 70.7%+27.5pp |
| Annual return | 16.96% | 232464.33%-232447.4pp | 5156.27%-5139.3pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $2,484 | $2,991-16.9% | $4,696-47.1% | $2,032+22.3% |
| Participant deferral / active EE | $2,484 | $5,394-53.9% | $6,247-60.2% | $3,224-22.9% |
| Admin fee / account holder | $1 | $128-99.1% | $9,244-100.0% | $110-98.9% |