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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 | $9,555 | $38,925-75.5% | $73,836-87.1% | $55,191-82.7% |
| Participation rate | 100.0% | 66.0%+34.0pp | 73.4%+26.6pp | 69.2%+30.8pp |
| Annual return | 0.14% | 6.31%-6.2pp | 2268.06%-2267.9pp | 10.78%-10.6pp |
| Employer contribution / active EE | $1,551 | $1,695-8.5% | $2,787-44.4% | $1,899-18.3% |
| Participant deferral / active EE | $1,045 | $2,351-55.6% | $3,583-70.8% | $3,046-65.7% |
| Admin fee / account holder | $0 | $83-100.0% | $4,882-100.0% | $91-100.0% |