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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 | $3,297 | $31,679-89.6% | $74,723-95.6% | $65,186-94.9% |
| Participation rate | 98.9% | 40.4%+58.6pp | 54.5%+44.5pp | 70.2%+28.7pp |
| Annual return | 36.10% | 39.04%-2.9pp | 753.18%-717.1pp | 29.39%+6.7pp |
| Employer contribution / active EE | $202 | $566-64.2% | $1,084-81.3% | $2,177-90.7% |
| Participant deferral / active EE | $1,258 | $1,191+5.6% | $1,962-35.9% | $3,514-64.2% |
| Admin fee / account holder | $9 | $379-97.6% | $3,335-99.7% | $847-98.9% |