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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 | $9,733 | $61,166-84.1% | $185,837-94.8% | $79,393-87.7% |
| Participation rate | 85.6% | 66.6%+19.0pp | 81.7%+3.9pp | 70.7%+14.9pp |
| Annual return | 13.41% | 19.45%-6.0pp | 122.08%-108.7pp | 116.87%-103.5pp |
| Employer contribution / active EE | $1,346 | $2,321-42.0% | $5,168-74.0% | $2,428-44.6% |
| Participant deferral / active EE | $1,080 | $2,789-61.3% | $5,568-80.6% | $4,046-73.3% |
| Admin fee / account holder | $7 | $710-99.0% | $16,241-100.0% | $627-98.8% |