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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 | $9,558 | $39,859-76.0% | $78,676-87.9% | $57,658-83.4% |
| Participation rate | 100.0% | 66.1%+33.9pp | 73.6%+26.4pp | 70.2%+29.8pp |
| Annual return | 6.43% | 18.96%-12.5pp | 62.19%-55.8pp | 5.13%+1.3pp |
| Employer contribution / active EE | $1,170 | $1,786-34.5% | $2,850-58.9% | $1,974-40.7% |
| Participant deferral / active EE | $869 | $2,248-61.3% | $3,517-75.3% | $3,061-71.6% |
| Admin fee / account holder | $0 | $76-100.0% | $4,510-100.0% | $95-100.0% |