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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 | $15,898 | $52,467-69.7% | $57,196-72.2% | $55,167-71.2% |
| Participation rate | 99.2% | 75.8%+23.4pp | 75.3%+23.9pp | 69.0%+30.2pp |
| Annual return | 5.51% | 7.72%-2.2pp | 14.59%-9.1pp | 169.23%-163.7pp |
| Employer contribution / active EE | $1,522 | $2,477-38.6% | $2,683-43.3% | $1,963-22.4% |
| Participant deferral / active EE | $1,503 | $2,830-46.9% | $3,096-51.5% | $3,054-50.8% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |