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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 | $9,408 | $79,519-88.2% | $95,960-90.2% | $73,412-87.2% |
| Participation rate | 92.3% | 81.2%+11.1pp | 77.1%+15.2pp | 72.2%+20.1pp |
| Annual return | 78.35% | 19.20%+59.2pp | 91.63%-13.3pp | 59.30%+19.1pp |
| Employer contribution / active EE | $0 | $2,048-100.0% | $2,541-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $5,139 | $4,138+24.2% | $4,167+23.3% | $3,806+35.0% |
| Admin fee / account holder | $52 | $184-71.8% | $6,797-99.2% | $158-67.1% |