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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 | $9,702 | $46,732-79.2% | $156,551-93.8% | $55,167-82.4% |
| Participation rate | 95.5% | 65.8%+29.7pp | 84.0%+11.5pp | 69.0%+26.5pp |
| Annual return | 9.20% | 17.72%-8.5pp | 32.23%-23.0pp | 169.23%-160.0pp |
| Employer contribution / active EE | $1,071 | $2,105-49.1% | $5,501-80.5% | $1,963-45.4% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |