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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 | $19,720 | $88,122-77.6% | $141,177-86.0% | $67,579-70.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.5%+17.5pp | 71.3%+28.7pp |
| Annual return | 23.60% | 75.40%-51.8pp | 71.40%-47.8pp | 378.56%-355.0pp |
| Employer contribution / active EE | $2,735 | $3,224-15.2% | $4,736-42.2% | $2,148+27.3% |
| Participant deferral / active EE | $2,735 | $5,958-54.1% | $6,710-59.2% | $3,539-22.7% |
| Admin fee / account holder | $0 | $131-100.0% | $10,263-100.0% | $142-100.0% |