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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 | $19,271 | $39,245-50.9% | $64,105-69.9% | $52,331-63.2% |
| Participation rate | 75.2% | 58.2%+16.9pp | 68.2%+7.0pp | 68.1%+7.1pp |
| Annual return | -0.63% | 14.79%-15.4pp | 791.24%-791.9pp | 4.54%-5.2pp |
| Employer contribution / active EE | $1,305 | $736+77.2% | $1,820-28.3% | $1,882-30.7% |
| Participant deferral / active EE | $2,020 | $1,992+1.4% | $2,822-28.4% | $3,022-33.2% |
| Admin fee / account holder | $15 | $592-97.5% | $4,499-99.7% | $592-97.5% |