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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 | $3,011 | $53,412-94.4% | $68,509-95.6% | $52,331-94.2% |
| Participation rate | 94.6% | 71.7%+22.9pp | 74.7%+19.9pp | 68.1%+26.5pp |
| Annual return | 0.00% | 3.42%-3.4pp | 8.27%-8.3pp | 4.54%-4.5pp |
| Employer contribution / active EE | $1,197 | $1,607-25.5% | $2,278-47.5% | $1,882-36.4% |
| Participant deferral / active EE | $1,652 | $2,688-38.5% | $3,382-51.2% | $3,022-45.3% |
| Admin fee / account holder | $0 | $461-100.0% | $5,275-100.0% | $592-100.0% |