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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 | $7,284 | $44,425-83.6% | $67,834-89.3% | $55,167-86.8% |
| Participation rate | 99.6% | 59.7%+39.9pp | 68.8%+30.8pp | 69.0%+30.6pp |
| Annual return | 7.53% | 17.80%-10.3pp | 138.47%-130.9pp | 169.23%-161.7pp |
| Employer contribution / active EE | $1,170 | $1,351-13.4% | $2,403-51.3% | $1,963-40.4% |
| Participant deferral / active EE | $1,619 | $2,166-25.3% | $3,160-48.8% | $3,054-47.0% |
| Admin fee / account holder | $11 | $530-98.0% | $4,622-99.8% | $504-97.9% |