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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 | $9,368 | $47,977-80.5% | $154,114-93.9% | $56,287-83.4% |
| Participation rate | 77.8% | 66.2%+11.6pp | 83.0%-5.3pp | 69.9%+7.9pp |
| Annual return | -5.51% | 3.54%-9.1pp | 735.16%-740.7pp | -9.96%+4.4pp |
| Employer contribution / active EE | $779 | $2,169-64.1% | $5,298-85.3% | $2,111-63.1% |
| Participant deferral / active EE | $983 | $2,392-58.9% | $5,081-80.7% | $3,350-70.7% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |