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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 | $16,424 | $75,388-78.2% | $123,552-86.7% | $55,725-70.5% |
| Participation rate | 97.4% | 75.7%+21.7pp | 82.3%+15.1pp | 70.9%+26.5pp |
| Annual return | -5.79% | 4.48%-10.3pp | 119.20%-125.0pp | 244.93%-250.7pp |
| Employer contribution / active EE | $2,718 | $3,063-11.3% | $4,628-41.3% | $2,078+30.8% |
| Participant deferral / active EE | $2,718 | $5,651-51.9% | $6,426-57.7% | $3,356-19.0% |
| Admin fee / account holder | $0 | $120-99.7% | $9,285-100.0% | $115-99.7% |