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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 | $3,688 | $35,986-89.8% | $77,552-95.2% | $73,497-95.0% |
| Participation rate | 97.5% | 40.8%+56.7pp | 54.2%+43.4pp | 70.7%+26.9pp |
| Annual return | 12.87% | 19.26%-6.4pp | 54.82%-41.9pp | 28.51%-15.6pp |
| Employer contribution / active EE | $158 | $557-71.6% | $987-84.0% | $2,270-93.0% |
| Participant deferral / active EE | $998 | $1,198-16.7% | $1,861-46.4% | $3,740-73.3% |
| Admin fee / account holder | $18 | $466-96.0% | $2,859-99.4% | $513-96.4% |