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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 | $8,629 | $61,356-85.9% | $149,696-94.2% | $71,511-87.9% |
| Participation rate | 83.1% | 62.5%+20.6pp | 78.8%+4.3pp | 67.9%+15.2pp |
| Annual return | 19.66% | 35.86%-16.2pp | 134.46%-114.8pp | 28.86%-9.2pp |
| Employer contribution / active EE | $1,625 | $2,382-31.8% | $4,821-66.3% | $2,589-37.2% |
| Participant deferral / active EE | $928 | $2,920-68.2% | $5,682-83.7% | $4,291-78.4% |
| Admin fee / account holder | $3 | $1,263-99.8% | $13,212-100.0% | $1,588-99.8% |