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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 | $22,053 | $71,192-69.0% | $117,861-81.3% | $62,293-64.6% |
| Participation rate | 79.4% | 74.2%+5.2pp | 79.7%-0.2pp | 69.5%+9.9pp |
| Annual return | 15.14% | 18.66%-3.5pp | 335.11%-320.0pp | 28.90%-13.8pp |
| Employer contribution / active EE | $1,804 | $1,934-6.7% | $3,786-52.3% | $2,042-11.7% |
| Participant deferral / active EE | $2,748 | $3,189-13.8% | $4,482-38.7% | $3,169-13.3% |
| Admin fee / account holder | $128 | $587-78.2% | $8,021-98.4% | $479-73.3% |