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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 | $5,365 | $47,969-88.8% | $85,969-93.8% | $52,331-89.7% |
| Participation rate | 71.7% | 61.7%+10.0pp | 76.5%-4.9pp | 68.1%+3.6pp |
| Annual return | 0.00% | -0.13%+0.1pp | 9.32%-9.3pp | 4.54%-4.5pp |
| Employer contribution / active EE | $974 | $1,460-33.3% | $3,474-72.0% | $1,882-48.3% |
| Participant deferral / active EE | $1,580 | $2,110-25.1% | $3,829-58.7% | $3,022-47.7% |
| Admin fee / account holder | $5 | $530-99.1% | $6,053-99.9% | $592-99.2% |