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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 | $13,782 | $79,089-82.6% | $100,392-86.3% | $74,459-81.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | 13.59% | 20.61%-7.0pp | 49.45%-35.9pp | 1369.70%-1356.1pp |
| Employer contribution / active EE | $2,366 | $3,015-21.5% | $3,941-40.0% | $2,626-9.9% |
| Participant deferral / active EE | $0 | $7,747-100.0% | $8,090-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,336-100.0% | $7,904-100.0% | $1,945-100.0% |