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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 | $14,034 | $63,924-78.0% | $108,582-87.1% | $55,167-74.6% |
| Participation rate | 97.3% | 74.3%+23.0pp | 79.6%+17.8pp | 69.0%+28.3pp |
| Annual return | 7.90% | 15.31%-7.4pp | -51.70%+59.6pp | 169.23%-161.3pp |
| Employer contribution / active EE | $806 | $1,879-57.1% | $3,758-78.5% | $1,963-58.9% |
| Participant deferral / active EE | $2,145 | $3,067-30.1% | $4,311-50.2% | $3,054-29.8% |
| Admin fee / account holder | $0 | $618-100.0% | $7,645-100.0% | $504-100.0% |