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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 | $7,348 | $65,092-88.7% | $143,799-94.9% | $66,938-89.0% |
| Participation rate | 78.0% | 65.2%+12.8pp | 80.3%-2.3pp | 69.8%+8.2pp |
| Annual return | -15.46% | -11.14%-4.3pp | -0.04%-15.4pp | 1.58%-17.0pp |
| Employer contribution / active EE | $1,349 | $2,362-42.9% | $4,952-72.7% | $2,545-47.0% |
| Participant deferral / active EE | $1,001 | $2,920-65.7% | $5,638-82.2% | $4,238-76.4% |
| Admin fee / account holder | $4 | $502-99.1% | $14,677-100.0% | $594-99.3% |