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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 | $5,274 | $40,113-86.9% | $84,021-93.7% | $77,775-93.2% |
| Participation rate | 100.0% | 62.8%+37.2pp | 69.0%+31.0pp | 73.2%+26.8pp |
| Annual return | 30.68% | 23.27%+7.4pp | 71.32%-40.6pp | 32.58%-1.9pp |
| Employer contribution / active EE | $2,399 | $847+183.2% | $1,984+20.9% | $2,504-4.2% |
| Participant deferral / active EE | $0 | $2,030-100.0% | $3,239-100.0% | $3,966-100.0% |
| Admin fee / account holder | $0 | $92-100.0% | $6,102-100.0% | $100-100.0% |