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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 | $7,586 | $36,767-79.4% | $81,473-90.7% | $62,293-87.8% |
| Participation rate | 71.4% | 54.4%+17.0pp | 68.0%+3.5pp | 69.5%+1.9pp |
| Annual return | 18.79% | 173.80%-155.0pp | 38.78%-20.0pp | 28.90%-10.1pp |
| Employer contribution / active EE | $841 | $1,128-25.5% | $2,568-67.3% | $2,042-58.8% |
| Participant deferral / active EE | $1,554 | $2,111-26.3% | $3,537-56.1% | $3,169-51.0% |
| Admin fee / account holder | $38 | $797-95.2% | $4,561-99.2% | $479-92.1% |