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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 | $11,910 | $44,221-73.1% | $121,208-90.2% | $56,287-78.8% |
| Participation rate | 81.1% | 61.1%+20.0pp | 71.8%+9.3pp | 69.9%+11.2pp |
| Annual return | -6.83% | -3.58%-3.3pp | 16.93%-23.8pp | -9.96%+3.1pp |
| Employer contribution / active EE | $1,045 | $1,480-29.4% | $4,023-74.0% | $2,111-50.5% |
| Participant deferral / active EE | $2,008 | $2,521-20.3% | $3,345-40.0% | $3,350-40.0% |
| Admin fee / account holder | $12 | $480-97.4% | $5,020-99.8% | $521-97.6% |