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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 | $2,589 | $52,967-95.1% | $172,753-98.5% | $65,186-96.0% |
| Participation rate | 70.3% | 66.2%+4.1pp | 82.6%-12.3pp | 70.2%+0.1pp |
| Annual return | 17.59% | 30.12%-12.5pp | 803.00%-785.4pp | 29.39%-11.8pp |
| Employer contribution / active EE | $794 | $2,190-63.8% | $5,144-84.6% | $2,177-63.5% |
| Participant deferral / active EE | $1,009 | $2,471-59.1% | $5,198-80.6% | $3,514-71.3% |
| Admin fee / account holder | $43 | $472-90.9% | $13,956-99.7% | $847-94.9% |