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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 | $3,269 | $47,977-93.2% | $154,108-97.9% | $56,289-94.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | 0.00% | 3.54%-3.5pp | 735.21%-735.2pp | -9.96%+10.0pp |
| Employer contribution / active EE | $1,011 | $2,169-53.4% | $5,298-80.9% | $2,111-52.1% |
| Participant deferral / active EE | $3,106 | $2,392+29.8% | $5,081-38.9% | $3,350-7.3% |
| Admin fee / account holder | $16 | $438-96.4% | $13,411-99.9% | $521-97.0% |