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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 | $11,397 | $70,002-83.7% | $115,038-90.1% | $52,331-78.2% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 4.85% | 4.04%+0.8pp | 26.14%-21.3pp | 4.54%+0.3pp |
| Employer contribution / active EE | $1,675 | $2,715-38.3% | $4,608-63.6% | $1,882-11.0% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $2 | $566-99.6% | $8,175-100.0% | $592-99.6% |