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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 | $5,380 | $37,134-85.5% | $100,671-94.7% | $52,331-89.7% |
| Participation rate | 100.0% | 57.7%+42.3pp | 70.7%+29.3pp | 68.1%+31.9pp |
| Annual return | 0.00% | 0.10%-0.1pp | 20.43%-20.4pp | 4.54%-4.5pp |
| Employer contribution / active EE | $1,614 | $1,187+36.0% | $4,012-59.8% | $1,882-14.2% |
| Participant deferral / active EE | $1,946 | $2,163-10.1% | $3,144-38.1% | $3,022-35.6% |
| Admin fee / account holder | $0 | $467-99.9% | $4,850-100.0% | $592-99.9% |